Carl Pearson
Financial Advisor
carl@myironplan.com
carl@myironplan.com
In his role as Financial Advisor at Iron Plan Solutions Group, Carl Pearson works closely with the whole team at Iron Plan Solutions to create and implement plans to help people retire.
In fact, Carl’s mission is to serve others. He was a chiropractor for 22 years, helping patients recover from injuries, relieve their pain, and optimize their health. With a background in strength and conditioning, his special interest was athletic performance development for athletes at all levels, from pee wees to the Olympics and Ultimate Fighting Championships.
In 2010, Carl realized he wanted to improve his retirement outlook. He began trading various markets, including futures, stocks, foreign exchange, and cryptocurrency. He became friends with Mal Mason in 2015, and they had countless conversations about economics, markets, and trading. Eventually, the conversations shifted to retirement and wealth management. Carl realized he had been playing checkers with his money once Mal started teaching him chess. That struck a nerve, inspiring Carl to begin a new career serving others in financial services with Iron Plan Solutions.
Carl and his wife Lizz live in Gulf Breeze, Florida with their two daughters, Savanna and Lily. Carl enjoys family time, his children’s sports and activities, and working out. He is a talented cook. If you cannot find him, he is probably fishing.
Meet the Iron Plan Team
The team at Iron Plan Solutions Group has a mission. Their mission is to “Make Work Optional” for individuals, couples, families and business owners living on the Gulf Coast. In fact, making strong commitments to our clients and building life-long relationships are the tenets of our success! Predicting the financial future is nearly impossible; however, it is possible to give yourself a better chance to succeed with a well-crafted financial plan that accounts for all possible scenarios. Our team has spent decades developing their skills designed to bring you financial strength and clarity.
Mal Mason
Founder & Chairman
Chae Kyle
CEO & Strategic Partner
Carl Pearson
Financial Advisor
Allison Sanchez
Office Administrator
Sign Up For Our Newsletter →
Stay on top of the latest financial and economic news!
Our Services
At Iron Plan Solutions, we help business owners and individuals in the U.S., especially those living on the Gulf Coast. Headquartered in Pensacola, Florida, we also spend a lot of time in Houston, Texas, and Baton Rouge, Louisiana, as well as other states. We are true fiduciaries, which means that we have chosen as a firm to place your needs first, above our own and above all else. And as such, we have multiple solutions, services and strategies which we may utilize as part of your customized plan.
- Business Planning Services
- Asset Leveraging
- 401(k) Rollovers
- IRA Consolidation
- Retirement Planning
- Wealth Management
- Legacy and Estate Planning
- Social Security Planning
- Medicare Plans
- Supplemental and Alternative Health Plans
- Deferred Compensation
- Buy Out and Exit Planning
- Succession Planning
Iron Plan Radio Show
Our Iron Plan radio show, hosted by Mal Mason and Chae Kyle, helps provide iron-clad answers to your most pressing financial questions. Listen live on Saturdays from 9am to 10am and Sundays from 11am to noon on AM 1070 & 103.3 FM The Answer in Houston, or listen on demand anytime right here!
Are you ready to fortify your financial plan?
Strike while the Iron is Hot!
Fill out our form below, and we will be in touch with you shortly.
