Principal Financial Group

Joe Pearcy, CFP, ChFC, AIF, LUTCF, Managing Director, Principal Financial Group — Joe joined Principal Financial Group in 2018 as a managing director for our Kalamazoo office, leading his team with more than 15 years of financial services experience. Joe’s goal is to build and maintain long-lasting, meaningful relationships with clients as he helps prepare them financially for major life events, while guiding and supporting them towards their financial goals. Joe’s team prioritizes important issues, their clients’ values, and helping them grasp the “big picture.” A Michigan native, Joe graduated from Calvin College and has earned multiple designations through the American College of Financial Services. Joe and his family live in Kalamazoo, where he enjoys the outdoors, staying physically active, and spending time with the people he loves and cares about most.