Christopher John Newton II, CFP

Christopher John Newton II, CFP is a financial planner in Greenville, SC, serving individuals and families with personalized financial strategies. He specializes in retirement planning, estate planning, and investment management, leveraging his Certified Financial Planner™ designation and expertise in the Financial Goal Analysis™ program. His approach emphasizes understanding clients’ long-term goals and organizing their financial lives to align with those objectives. Based in the Poinsett Plaza on 17 West McBee Avenue, he supports clients throughout the Upstate SC region, helping them navigate financial decisions across life stages.

CJ joined UBS in 2013 while completing his BS in Finance at Clemson University, graduating in 2014. He later co-founded the Newton Group with Chris to better serve clients, focusing on comprehensive financial planning and implementing individualized investment strategies centered on dividend and growth stocks. He dedicates time to building strong client relationships, ensuring each person fully understands their financial plan and retirement outlook. His work integrates UBS’s extensive resources with his own financial planning expertise, providing clients with clear, actionable guidance.

Located at 17 West McBee Avenue in the Poinsett Plaza, the office sits within Greenville’s central business district. The area is known for its proximity to major downtown services and infrastructure, though specific nearby landmarks are not listed in the available data.

As a financial advisor with a strong foundation in planning and investment strategy, CJ Newton is recognized for his client-centered approach and commitment to long-term financial clarity. His role within the Newton Group underscores a focus on personalized service and ongoing financial monitoring, helping clients achieve both immediate and future goals.

In Greenville, Christopher John Newton II, CFP stands as a trusted resource for those seeking thoughtful, goal-driven financial planning rooted in experience and personalized attention.

Services:

• Dividend and Growth Stocks Trading
• Estate Planning
• Financial Planning
• Investment Strategies
• Retirement Planning