A new shareholder has been welcomed to Columbia, South Carolina’s Abacus Planning Group Inc.
Jon J. Robertson has been with Abacus since 2007. He holds a law degree from the University of South Carolina and earned his certified financial planner (CFP) designation in 2010. He then went on to earn a masters of laws in taxation degree in 2013 from the University of Alabama.
Robertson assists Abacus’s clients with financial plans that help them reach their goals. Abacus’ staff is equipped to help individual and business clients with investment counseling; the company presently oversees assets of more than $850 million and serves 190 clients.
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