Pierre Sorée, CFP®

Pierre Sorée serves as a Financial Advisor at Marietta Wealth.  Prior to joining Marietta Wealth in 2021, Pierre was a Wealth Manager at another small, fee-only advisor firm in the Atlanta area.  He is a strong advocate for a holistic financial planning approach including Retirement, Education, Investment, Risk Management and Tax Planning.  Pierre transitioned into the financial planning industry after a 17-year career at IBM in multiple roles including consulting, project management and contracts & negotiations – living and working across the U.S., in Europe and in Hong Kong.

Pierre creates meaningful client relationships to help families achieve their life goals.  Pierre describes the collaboration with clients as follows:

• I consider it a privilege that clients share with us their family’s dreams, goals, priorities, and what keeps them up at night.
• Each client has their own story, experiences, and strengths & weaknesses regarding financial planning.
• I firmly believe clients benefit from collaborating with a partner in their journey to realizing their goals – I am proud to serve as that partner.

Pierre earned a Bachelor of Science from the McIntire School of Commerce at the University of Virginia and his MBA from the University of Tennessee in Knoxville.  He also completed the University of Georgia’s Executive Program for Financial Planning Certification in 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Pierre resides in Inman Park, Atlanta with his wife, Meredith, twin sons (when home from college) and their Golden Retriever and Bernese Mountain Dog.  In addition to enjoying quality time with family and friends, he enjoys outdoor activities including biking, running, pickleball, golf and kayaking.  Pierre has also completed two Ironman triathlons (2019 & 2022).

For additional information on my professional designation qualifications see my Form ADV Part 2B.