Client Login
Christopher Pierce Home
Christopher Pierce Home
  • Home
  • Services 
    • Resources 
      • Blog
      • Insights
    • Contact
    Client Login

    Latest Articles

    Retirement

    • Women on the Rise

    Estate

    • Four Steps to Valuing an Estate

    Investment

    • How Stocks Work

    Insurance

    • Teen Drinking and Your Liability
    • Making Sense Of A Home Warranty
    • Inventorying Your Possessions
    • Financial wellness for everyone: Term life insurance

    Tax

    • Filing Final Tax Returns for the Deceased
    • What Do Your Taxes Pay For?
    • 5 smart ways to spend your tax refund

    Money

    • Finding calm during volatile markets
    • Financial planning for your special needs child

    Lifestyle

    • Prevent a Rift: Money Tips for Newlyweds
    • How Boomers and Millennials Differ
     

    Contact

    Office: (843) 412-7798

    1036 Lansing Dr. Suite 200

    Mt. Pleasant, SC 29464

    cpierce@sozoplanning.com

    Quick Links

    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Latest Articles
    • All Videos
    • All Calculators

    Park Avenue Securities Form CRS

    Check the background of your financial professional on FINRA's BrokerCheck.

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

    Copyright 2026 FMG Suite.

    This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

    Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. SOZO PLANNING is not an affiliate or subsidiary of PAS or Guardian. 

    Important Disclosures

    6903982.2 Exp 12/27