
Svata Pearce
My passion is helping individuals, families, business owners, and hi-tech professionals live financially stress-free lives. Having been born... | San Francisco, California, United States
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Svata Pearce’s Emails sv****@eq****.com
Svata Pearce’s Phone Numbers No phone number available.
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Svata Pearce’s Location San Francisco, California, United States
Svata Pearce’s Expertise My passion is helping individuals, families, business owners, and hi-tech professionals live financially stress-free lives. Having been born in Czechoslovakia under a rigid communist regime, financial guidance was unavailable. Seeing my parents struggle to meet our family’s financial needs sparked a commitment in me to provide a superior level of financial guidance and expertise to my clients. Through my years of experience as a financial advisor I have found that what people value and expect from their advisor is a clear and transparent relationship, honest and open communication, and the level of expertise that would empower them to make the right financial choices at all stages of their lives. To best serve my clients, I am dedicated to industry involvement, continuing education, and a code of ethics that puts my clients' needs first. I use a wide range of financial strategies and services offered both through Equitable Advisors and its affiliates, as well as outside approved companies to provide the best solutions available to meet you where you are at and create a financial roadmap to where you want to go. I hold FINRA Registrations Series 7, 6, 65 and 63, as well as Life, Health, Disability and Long-Term Care insurance licenses, and leverage my knowledge and experience to create a comprehensive plan to help my clients feel confident about reaching their goals. I invite you to reach out for a complimentary financial wellness check-up where we review your finances’ current state, answer questions and work together to tailor your plan so that you may live life with less financial stress. Please use the calendar link below to schedule your free consultation. Email: [email protected] Office: (916) 294-4400 Book time with me here: https://calendar.cirrusinsight.com/schedule/svatavapearce_calendar
Svata Pearce’s Current Industry Equitable Advisors
Svata
Pearce’s Prior Industry
Los Gatos Meadows
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The Commonwealth Club Of California
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Axa Advisors
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Equitable Advisors
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Work Experience

Equitable Advisors
Financial Professional CA Insurance Lic # 0K34323
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Axa Advisors
Financial Professional at AXA Advisors
Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
The Commonwealth Club Of California
Development Intern/Project Manager for Capital Campaign
Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Los Gatos Meadows
Senior Living Coordinator
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)