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Amy Pearl

Acorn Financial Planning

Santa Rosa, CA

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Current Employers
Acorn Financial Planning

Santa Rosa, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-15
  • CA RA
    APPROVED
    Since 2025-10-15

Branch Locations

Santa Rosa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acorn Financial Planning Los Altos CA 07/2013 Present
Previous Registrations
  • 2012-08-29 → 2013-09-07
    Buckingham Strategic Wealth, Llc
    Cupertino, CA
    St Louis, MO
  • 2010-08-31 → 2012-12-21
    Founders Financial Network, Llc
    Cupertino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-07
  • S65 Uniform Investment Adviser Law Examination
    2010-08-07
Designations
Other Names
  • Amy Parodi
  • Amy Pearl

View on SEC IAPD

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