Cj Tassone, CFP®, ChFC®

Financial Advisor

CJ's mission is to engage with his clients to help them work towards their financial goals and assist in building a financial legacy. CJ focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. CJ prides himself on his problem-solving ability and intellectual humility, which enables him to pursue answers and solutions to even the most challenging questions.



  • The American College of Financial Services 21'
  • The Boston Institute of Finance 20'
  • University of South Carolina 20'


  • Chi Psi Fraternity, Brother
  • Hilton Head Council of Estate an Financial Advisors
  • Hilton Head Chamber of Commerce
  • American Legion, Volunteer


CJ Tassone is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.

Phone 843-683-1911