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Christopher Church

Advisor at C2 Financial Planning LLC

Updated today

Firm

C2 Financial Planning LLC

Location

Mills River, NC 28759

Credentials

Series 66

Industry experience

2 years

About

Christopher Church is a financial advisor with C2 Financial Planning LLC in Mills River, NC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. C2 Financial Planning LLC, founded in 2025, provides discretionary asset management and comprehensive financial planning primarily for individual clients. The firm uses functional and cyclical analysis to align portfolios with client objectives and offers ongoing reviews covering a broad range of financial planning topics.

Client services

Based on C2 Financial Planning LLC

Financial planning Portfolio management

Expertise

Based on C2 Financial Planning LLC

Income planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Financial planning services flat fee between $500 and $5,000

Percentage

$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually

Commissions

Insurance commissions received by representative as a licensed insurance agent

Other

Fee-only: Fixed fees for financial planning between $500 and $5,000

Location

343 Samuel Dr

Mills River, NC 28759

Most active in

North Carolina

Work history

Guardian Life Insurance Company

2024 - Present (2 years)

Park Avenue securities

2024 - 2025 (1 year)

Primerica Advisors

2022 - 2025 (3 years)

Consilidated Planning

2022 - 2022 (1 year)

Guardian Life Insurance Company

2022 - Present (4 years)

Aeroflow Healthcare

2021 - 2022 (1 year)

Cinemark

2000 - 2021 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Matthew B

Series 63, Series 65

Fletcher, NC

Brick Street Equity Management, LLC

Active portfolio management
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Jon G

CFP®, PFS™, Series 63

Brevard, NC

Encompass Advisors, Ltd.

Wealth management Options & derivatives strategies Retired Founder/Business Owner
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Lenward J

ChFC®

Hendersonville, NC

Envision Planning, LLC

Wealth management
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Paul M

Series 65

Hendersonville, NC

Veritas Investment Advisory Group LLC

General retirement planning Income planning Cash flow / budgeting Annuities Founder/Business Owner
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Laura M

Series 63, Series 65

Asheville, NC

White Oak Financial Management, Inc

Passive / index investing Active portfolio management
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