Christopher Jackson, CFP®
Independent, Flat-Fee, Fiduciary.
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Serving Clients Nationwide
Independent, Flat-Fee, Fiduciary.
Areas of Focus
- Business Owners
- Career
- Cash Flow
- Coaching
- Education Funding
- Employee Stock Options
- Financial Life Planning
- Financial Therapy
- Investment Management
- Retirement Planning
- Taxes
About Christopher Jackson, CFP®
Hi, I’m Chris, founder of CPJ Financial. I created this firm to offer people a place where they feel truly heard, understood, and supported when it comes to their financial lives. My approach starts with getting to know each person beyond the numbers and offering guidance that truly fits their life, not just their balance sheet.I work best with people who value honesty, clarity, and collaboration, those who want a partner they can trust to guide them through both the expected and the unexpected in life. Whether you're just getting started, navigating a career change, planning for retirement, or thinking about how to make smarter choices with your money, I'm here to walk alongside you with insight and purpose.
Outside of work, I enjoy spending time with my wife, Mel, and our two dogs, Aces and Jaxx. We love spending time at the beach on Kiawah Island, playing golf and tennis, trying new restaurants around Charleston, and traveling. These moments remind me why thoughtful financial planning matters, to support the life you want to live.
If you’re looking for a financial planner who values personal connection and offers practical, thoughtful, and actionable advice, let’s talk. I’d love to hear your story.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Johns Island, South Carolina
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We begin with a no-obligation introductory meeting to get to know each other and determine if we’re a good fit. I look forward to speaking with you.Offers Investment Management
Yes
About CPJ Financial
At CPJ Financial, we offer fee-only, full service financial planning & investment management no matter where you are in life’s journey.As an independent advisor, we provide unbiased, fiduciary advice that is designed to help you work towards and achieve your financial goals. We stress action, automation, and participation in markets over long periods of time to effectively and efficiently grow your money to help you live your best life possible with the resources that you have.
Whether you’re just getting started, in the midst of a major life transition, or planning for retirement, we're here to help you navigate the complexities of your financial life with clarity and confidence.
Together, we will build a strong financial foundation that sets you up for a successful, secure, and fulfilling future.
Education
University of Rhode Island, Bachelor's Degree, Communication Studies
Hobbies and Interests
- Beach
- Eating Out
- Family
- Golf
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- DIY Investors
- Dual Income Family
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Young Families
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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.
Financial Knowledge & Patience is a Virtue!
Review of Chris Jackson as a financial advisor
Proactive, Knowledgeable, and Trustworthy
Chris Jackson Is A Superstar
Chris Jackson is in Your Corner!
Great advice and support
Wonderful financial advisor
Fantastic Overall Advisor
Financial Planning
Grateful to know Chris
Trustworthy and Reliable Advice
Great advisor!
Professional and Personable
Highly recommend Chris as a financial planner
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Wealthtender Awards
Christopher Jackson received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Christopher Jackson, CFP® with its 2026 Voice of the Client Highly Rated Advisor Award on 10/2/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 9/30/26. Although CPJ Financial compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
