Gary “Chris” Johnson is an advisor and partner of Oak Capital Management, LLC. Chris began his career in the financial services industry in 1998 then went on to join the Oak Capital team in 2019.
Chris concentrates on helping clients organize and allocate the main areas of their financial planning lives: goals and objectives, investment accounts (retirement and non-retirement), and insurance.
Chris recognizes the importance of tying all areas on a financial plan into one strategy and shows his clients how they can use these strategies to succeed in meeting their financial goals.
Chris received his bachelor’s degree from the Citadel. After completing his undergraduate program, Chris has also attained the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC) designations. He also holds FINRA Series 7, 6, and 65 registrations.
Chris lives in Greenville, SC with his wife Janice, son Joshua, and daughter Jenna. His professional commitments are complimented by his volunteer efforts, with 26 years of involvement with the Nicholtown route for Meals on Wheels as well as 22 years of Prison Fellowship at Perry Correctional Institute in Pelzer, SC.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.
Stocks, Bonds, ETFs
Longevity Income Solutions
Future Needs Analysis
Cash Flow Analysis
Net Worth Analysis
Trust Asset Management
Retirement Needs Analysis
Social Security Strategies
Required Distribution Planning
Roth Conversion Analysis
Disability Income Insurance
Long Term Care