Financial Advisors Near Upstate South Carolina
Built on Trust. Driven by Values.
Every decision we guide you through is rooted in the values that define us: faith, honesty and a commitment to doing what’s right for your family.
Guided by Faith. Grounded in Experience.
Common Sense Retirement Planning was built on the belief that financial advice should be honest, straightforward and tailored to the people we serve. We’re proud to call South Carolina home, and our approach reflects the values of our community: faith, family and hard work.
Leadership Team
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CEO
| Investment Advisor Representative
CMO |
Retirement Planner
Executive Vice President
Vice President of Finance
Advisory Group
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Management Team
Office and Marketing Manager
Operations and Transfer Manager
Marketing Team
Marketing Coordinator
Marketing Coordinator
Client Care Specialist
Operations Team
Client Relations Coordinator
Senior Client Experience Coordinator/Trainer
Client Relations Coordinator
Client Relations Coordinator
Client Experience Coordinator