Chris Beard, CFP®, CPFA®
Building Solid Financial Plans for Your Family’s Future
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Serving Clients Nationwide
Building Solid Financial Plans for Your Family’s Future
Areas of Focus
- Capital Gains
- Cash Flow
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
About Chris Beard, CFP®, CPFA®
Hi, I'm Chris Beard. I’m originally from Charlottesville, Virginia, but have been in Upstate South Carolina for over 40 years. I earned a Bachelor of Science degree in Finance from Clemson University. I’ve been married to my wife, Heath, for 15 years and have a daughter.I have over 30 years of financial experience, being licensed as a Financial Advisor since 1995, and have been a CERTIFIED FINANCIAL PLANNER™ Professional since 1999. With the support of our team of experienced professionals, I specialize in financial planning and wealth management services to high-net-worth families and business owners. Because many Family Wealth clients are business owners, our team also specializes in working with employer 401(k) qualified plans.
I’ve been a passionate, committed advocate for strong ethical principles in the financial industry. I’ve served as:
▪️ 2012 Chairman (and Commissioner from 2010-2012) Disciplinary and Ethics Commission of CFP Board of Standards in Washington, D.C.
▪️ 2016-2017 - Commission on Standards, CFP Board of Standards in Washington, D.C.
- This is the Commission charged with writing and recommending the Standards of Professional Conduct for over 100,000 CFP ® Professionals across the United States.
▪️ 2020 - 2021 Commissioner - Disciplinary and Ethics Commission, CFP Board of Standards in Washington, D.C.
▪️ 2015-Present - Greenville Estate Planning Council Member
Focuses on the business of growth, conservation, and transfer of family wealth through estate planning.
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I have over two decades of civic involvement and community service:
▪️ Young Philanthropist Chair - United Way of Greenville County
▪️ Chairman of The Children’s Museum of the Upstate board, the only Smithsonian-affiliated children’s museum in the country
▪️ Chair of Euphoria in 2025, a non-profit food, wine & music festival in Upstate South Carolina designed to give back to local charitable organizations that focus on providing sustenance to those in need and mental health support to the Food & Beverage community.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
- CFP Board
Primary Location
242 S. Pleasantburg Drive, Greenville, SC 29607
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Professional Planning & Wealth
You want a financial planner that will work closely with you and help you achieve your financial goals. Professional Planning and Wealth will advise you through your important financial decisions, and so much more, while delivering high-quality service.Your Interests and Needs Always Come First
Whether we’re discussing wealth management or helping you determine the best retirement plan, your needs will always come first. Pulling together and implementing the financial initiatives that are important to you provide the foundation for wealth enrichment and financial confidence.
Fiduciary Level Financial Management Services
✔️ Financial Planning
Our team will work with you to create a roadmap towards full financial confidence.
✔️ Family Wealth
Together we will figure out the best options to support your family’s wealth management.
✔️ Corporate Retirement Plans
Gain confidence in your company’s retirement initiatives and fiduciary obligations.
Why Choose Professional Planning and Wealth
We work closely with our clients to build relationships, build solid financial plans, advise through important financial decisions, and deliver high-quality service while never forgetting the focus of our relationship together: for your wealth to bring enrichment, confidence, meaning, and satisfaction to the people and initiatives that are important to you.
Advisory Services offered through Osaic Advisory Services, LLC, a registered investment advisor. Securities offered through Osaic Wealth, LLC, Member FINRA/SIPC. Professional Planning & Wealth and Osaic are not affiliated.
Education
Clemson University, Finance and Financial Management Services
Hobbies and Interests
- Boating
- Family
- Football
- Gardening
- Golf
- Horseback Riding
- Skiing
- Sports
- Tequila
- Traveling
- Volunteering
- Wine
- Woodworking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Physicians
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
A Custom Catered Approach to Financial Management
Working with Chris and Jesse has been one of the best professional relationships in my life. They're fun and interesting, and every time I've seen anyone on the team they have always treated me like family. I mostly interact with Jesse, however, Chris, Kim, and Kelly are absolutely wonderful too and always take the time to greet me by name.
Quality and Trust
I couldn't be happier with Professional Planning & Wealth. I was referred to them by several people in the industry because I was looking for someone who was good and would put my financial interests first. The insight they regularly provide via newsletters and YouTube channel has been incredible. It is comforting to know my investments are being actively looked after by such wonderful and capable people. I highly recommend and thank them for their services!
Wealth Management Review
Over the years Chris and Jesse have built trust with me and my family and have delivered measurable results. They have worked with me to understand both my family needs and financial goals/risk tolerance at any point in my financial "life". Their communication plan includes easy to understand language with regularly scheduled meetings to review portfolio and personal status and to revise our plan as changes dictate. I feel fortunate to have made their acquaintance at a critical point in my career.
Honest Upfront and Knowledgeable
Jessie has always been competent and able to answer our questions. We consider our investment group to be second to none. Professional Trustworthy Honest
Professional services review
PP &W is composed of true professionals who are market savvy wealth managers dedicated to protecting and growing client assets. This high IQ organization delivers stellar results with risk mitigation imbedded. For individuals and institutions, PP&W is client focused; delivers excellent results and excel in customer service and attention to detail.
Great Recommendations
Years ago I asked several people in the industry for a recommendation for a financial manager who was good and would put my financial best interests first. Everyone I asked said the same person, Chris Beard. Needless to say, they were all correct, and I am grateful to them for their recommendations. I think it would be hard to find someone who works as hard for clients by providing regular videos and newsletters that cover a broad range of topics related to markets and investing. It is reassuring to say the least. Thanks again for all you do!
Thankful
We are very thankful that PP&W was recommended to us while I was settling my mother's estate. With much patience and support, Chris, Kim, and Kelly helped me through months of tracking down and transferring many accounts. They have continued to manage our account in a way that gives us peace of mind and allows us to enjoy our retirement years. They, and Jesse, have our complete confidence.
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