J Bryan Ballentine, CFP®, CRPC™

Bryan is the president and founder of Ballentine Capital Advisors. As a CERTIFIED FINANCIAL PLANNER^® and Chartered Retirement Planning Counselor™, Bryan’s passion lies in helping his clients navigate their financial life and helping them to ultimately achieve their greatest financial goals. With 25 years of experience, he guides his clients based on the principles of objectivity, independence, and client-centered financial planning, focusing extensively on retirement and investment issues such as retirement income planning, IRA rollovers, employer qualified plans (401k, 403b, profit sharing, cash balance, etc.), investment management, and tax planning strategies. Today, Bryan works with a select private client group and certain businesses to provide independent advice and services regarding retirement and investment planning. Bryan believes strongly in the management of individual behavioral mistakes that are often made in traditional financial and investment planning.

Professional Designations

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor^TM
• Million Dollar Round Table, Court of the Table¹

Licenses

• FINRA registrations include SERIES 7, 24, 63 and 65
• South Carolina State Insurance License for Life, Health, Variable Life and Annuity
• North Carolina State Insurance License for Life, Health, Variable
• Georgia State Insurance License for Life and Health
• Alabama State Insurance License for Life and Health

Education

• University of South Carolina – Bachelors Degree

Professional Association Memberships

• Greenville Estate Planning Council
• Financial Planning Association

Awards and Honors

• Voted Greenville’s Best & Brightest, Greenville Business Magazine, 2002²
• Top Financial Planning Firms, GSA Business Report, February 2007³
• Regularly featured on ETV Radio’s South Carolina Business Review

Personal & Community Involvement

• Married with 2 great kids
• Former board member of Big Brothers Big Sisters
• Former Treasurer of Abiding Peace Lutheran Church
• Former Chairman and Board Member of Eastside YMCA and metro board member

¹Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.
²Greenville Business Magazine’s Best and Brightest, sponsored by Furman University, honors Greenville-area young professionals age 35 and under who are making a difference in their workplace and community. Honorees are chosen on a nomination basis. Nominators are asked to answer a series of questions that the judges then use to score nominees’ work impact and involvement in the community. Ballentine Capital Advisors and Greenville Business Magazine are not affiliated entities.
³GSA Business Report’s list of Top Financial Planning Firms honors Greenville-area firms who excel in the financial planning industry. Honorees are chosen based on a variety of criteria by GSA Business Report. GSA Business Report is a local business publication for the Upstate of South Carolina. Ballentine Capital Advisors and GSA Business Report are not affiliated entities.