Chad Pearson, CFP®, CEPA®, CPWA®

Chad Pearson leads Decision Point Wealth Partners of Rockefeller Global Family Office in providing wealth management and succession strategies for corporate executives, business owners and their families. Chad is passionate about educating and empowering clients to make good decisions, which allows them to take back their personal time and create unique life experiences with friends and family.

Chad assists clients in integrating an exit strategy into the individual and financial goals of the successful professional while focusing on the components of maximizing business value and worth, strategic planning, and life after business. Chad is known to say “We need to create Team Client” — by collaborating and coordinating with all of our client’s advisory team, creating processes to make sure things run smoothly and by executing a program to make our clients lives easier and more rewarding.” As a private pilot, Chad also specializes in educating clients on private aircraft purchasing, ownership, leasing, and fractional ownership strategies.

He began his finance career with Merrill Lynch in NYC in 1992, after attending UNC-Chapel Hill’s Business School and the University of Manchester, UK. Chad is a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2004, a Certified Private Wealth Advisor (CPWA®) since 2016, and became a Certified Exit Planning Advisor (CEPA®) in 2018.

Chad currently serves on the board of the First Tee of Greater Wilmington and the NC Coastal Land Trust. He is a past board member of the Landfall Foundation Board and the NHRMC Foundation Board. He enjoys golfing and traveling. Of the 22 countries Chad has traveled to, his favorite destination has been Italy because of the people, unique culture and cuisine. Chad lives in Wilmington, NC with his wife April and their two daughters.