CJ collaborates with clients to achieve their personal financial objectives through comprehensive financial planning and active portfolio management. He works to tailor client portfolios to align with specific needs and in demystifying complex financial issues. Additionally, CJ is a member of the investment committee, where he oversees the trading and maintenance of the firm's internal investment models.
CJ joined Lumature Wealth Partners following the completion of his MBA with a concentration in finance from Columbia International University. He holds the Series 7 and 66 securities registrations and is currently enrolled in the Chartered Financial Analyst Program.
Residing in Alpharetta with his wife, Kaja, CJ is an active member of Northpoint Community Church. In his leisure time, he enjoys golfing and participates in the First Tee, an organization focused on imparting golf and life skills to youth. He also cherishes spending quality time with friends and family.