Pearl Wealth LLC

Gretchen Cole is a financial advisor at Pearl Wealth LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pearl Wealth since 2019, following five years at Pine Haven Investment Counsel. Outside of advising, she serves on the finance committee of a local community warehouse and performs bookkeeping duties for a plastic fabricating business. Pearl Wealth LLC advises individual clients, including high-net-worth households and charitable organizations, providing portfolio management and financial planning with an emphasis on environmental, social, and governance factors. The firm combines fundamental analysis with access to institutional investment resources and manages approximately $149 million in client assets.

Kori Allen is a CFP® professional with 28 years of industry experience, currently serving at Pearl Wealth LLC since 2019. Prior to this, she worked at Pine Haven Investment Counsel from 2009 to 2019. Outside of her advisory role, Allen is chair of the board of trustees for The Library Foundation, a nonprofit supporting literacy programs in Multnomah County, and serves on committees for charitable organizations focused on healthcare and education. Pearl Wealth LLC advises individual and high-net-worth clients as well as charitable organizations, offering fee-only portfolio management and financial planning. The firm emphasizes fundamental analysis and integrates environmental, social, and governance factors into its investment approach, supported by an outsourced chief investment officer.