Broker Check
Christopher D. Greene, CFP®


Born and raised in North Georgia, Christopher D. Greene is devoted to helping people - whether at work or in the community. As a CERTIFIED FINANCIAL PLANNER Professional and wealth manager, Chris loves being a part of his clients’ lives, guiding them through the planning process, and helping them pursue their dreams and goals.

Chris graduated from the University of Georgia with a degree in finance in 2002 and entered the financial services industry in 2004. In 2011, Chris opened and began managing an office in Cleveland, GA. Continuing his passion for learning and growth, Chris earned his CERTIFIED FINANCIAL PLANNER designation in 2012. This designation not only shows his knowledge and competence, but also his commitment to diligence and ethics in his work.

Chris’ strong analytical ability and attention to detail allow him to succeed with his sincere desire to help people pursue their goals in a systematic fashion. Every client is unique and everyone's situation, goals and dreams are different. It is this challenge that keeps Chris passionate about what he does.

Chris lives with his wife Amy and their two young daughters in Dahlonega, Georgia. Chris greatly values his family, with whom he spends most of his time. Chris’ broader interests include—travel, golf, history, and football. Chris is an active member of his community and enjoys the time he devotes to community organizations. He is past president and board member of the Rotary Club of White County and an active member of the White County Chamber, and his Church. Chris is also a member of the Financial Planning Association for the state of Georgia.