My "Why": My mother's circumstances after my father died showed me what can happen when you don't create financial flexibility.
My Passion: I love using numbers to find simple solutions to complex problems.
As the Managing Principal of Y-UFinancial, C.J. brings a decade of experience in the financial industry, driven by a deep-rooted passion for helping clients achieve the flexibility they need to navigate life’s uncertainties. His commitment to this mission stems from a personal journey that began when he lost his father at the age of two. As he grew up, this experience instilled in him an understanding of the importance of financial security and resilience in the face of adversity.
C.J. earned his B.S. in Computer Information Systems from Clemson University. His background equipped him with a unique blend of analytical skills and technical expertise, allowing him to harness the power of numbers in innovative ways. He thrives on finding creative solutions to complex problems, and leverages data to help clients make informed financial decisions that foster their long-term stability and growth.
In addition to his academic pursuits, his time as a football player at Clemson taught C.J. the value of teamwork, discipline, and perseverance. These lessons have translated seamlessly into his professional life, enabling him to connect with clients from all walks of life. C.J. believes that every individual deserves a personalized approach to finance, and he takes pride in tailoring strategies that align with their unique goals and circumstances.
Throughout his career, C.J. has had the privilege of working with clients to navigate everything from protecting their investments to managing their retirement. His mission is to empower his clients with the tools and knowledge they need to create financial flexibility, ensuring they can face the future with confidence.
At Y-UFinancial, C.J. is dedicated to transforming financial complexity into clarity, guiding his clients toward their financial aspirations while fostering a sense of security that resonates with his own life experiences. He looks forward to continuing to make a meaningful impact in the lives of those he serves.