Chris Jackson, CFP®
With over a decade of experience in financial planning, Christopher Jackson is a dedicated CFP® professional committed to empowering clients to take control of their financial futures.
Chris has worked across both large firms and small startups, always with the same mission: to help clients live their best lives by optimizing the financial resources available to them. His expertise spans a range of areas, including investment management, retirement planning, cash flow analysis, tax and estate planning, debt management, insurance, employer equity, and small business strategy.
He believes that finances have a profound impact on nearly every aspect of our lives, influencing our ability to achieve personal goals, secure our future, and navigating life’s unexpected challenges. Having a solid financial plan is essential, it not only provides clarity and direction, but also empowers you to make choices that align with your values.
Chris believes that a truly personalized financial plan starts with understanding you, your family, your financial situation, and your goals. He takes the time to listen and create actionable strategies that align with your needs, helping you make the most of your money so you can make the most of life. He’s passionate about financial education and breaking down complex financial concepts into terms that you can understand so you can make confident, informed decisions about your money.
When he’s not helping clients plan for the future, Chris loves spending time with his wife, Mel, and their two dogs, Aces and Jax. His passions include traveling, gardening, cooking, playing golf, and exploring the restaurants and beaches around the city of Charleston.
contact Chris
chrisj@corepln.com
(401) 935-5216