Professional Planning & Wealth Opens in Greenville
June 22, 2020
GREENVILLE, S.C.—Certified wealth planners Chris Beard and Jesse Hansford are opening their own wealth management company.
Professional Planning & Wealth brings together the duo’s more than 40 years of combined financial management experience into a firm that takes a goal-centered and process oriented approach to build a financial plan, not just for the client, but for their family and future.
“One of our biggest priorities in this company is putting others first,” Beard said. “That’s why we’ve taken on a ‘listen first, advice second,’ approach. We’re passionate about what we do and we want that to show in the work that we produce.”
Beard and Hansford will serve as managing partners. Beard will focus on the wealth management process as well as consulting for 401(K)s. Hansford will meet individually with clients to help them work toward their goals and leads client-wide communication such as social media, blog posts and more.
“It is important to us that we offer as many financial choices to our clients as possible,” Hansford said. “That’s why we’ve created a firm that’s multi-custodial in nature.”
Based out of Greenville, PP&W will be serving clients across the Southeast and is bullish on the opportunities ahead. The two have worked together as a part of another firm for nine years and decided that this was the time for them to come together as their own company.
“Chris and I realized we worked great together as a team, and that combined we could provide some new levels of service,” Hansford said.
Beard is a Virginia native and graduate of Clemson University. In 1999, he earned the title of CERTIFIED FINANCIAL PLANNER™, and he received the title of Certified Plan Fiduciary Advisor in 2018.
He has served Certified Financial Planner Board of Standards in Washington D.C. on the Commission of Standards, as well as CFP® Board Chairman of the Disciplinary & Ethics Commission and is the past Chairman and current Treasurer of the Children’s Museum of the Upstate. During the school year, Beard mentors students at Clemson’s College of Business and Behavioral Science. While not in the office, he enjoys playing golf during the summer and skiing during the winter as well as spending time with his wife and daughter.
A veteran of the U.S. Army, Hansford is an Ohio native, but spent most of his life in greater Chicago area. A graduate of the University of Illinois at Chicago, Hansford became a financial advisor in 2007.
Outside of the office, Hansford volunteers as the treasurer for Loaves & Fishes, a nonprofit working toward a goal to end hunger in Greenville County. When he is not working at PP&W, he can be found spending time with his wife and three sons at area parks or cooking s’mores with friends in their backyard.
“We don’t take your decision to work with us lightly. In fact, our firm was built on the foundation of offering ethical and prudent advice to anyone looking to optimize their wealth,” Beard said.
About Professional Planning and Wealth
Professional Planning and Wealth is a wealth management company that develops a financial plan around a client’s history and future goals. For more information, go to www.proplanwealth.com.