Address : 6115 Park South Drive, Charlotte, North Carolina 28210, United States
Phone Number : +1(800) 532-2829
Industries : Financial Services, Insurance
Website : cplanning.com
Company Description
Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow.
Specialities
- Financial Planning
- Retirement
- Disability Insurance
- Income Protection
- Financial Services
- Investments
- Life Insurance
- 401
- Business Owners
- Insurance
Financial
Employees Total : 240
Revenue (Yearly) : 7.6M
Miscellaneous
Founded in : 1981
Facebook : cplanninginc
Linkedin : consolidated-planning-inc.
Email Delivery : Rackspace MailGun
Tech : Microsoft Office 365
Hosting : Amazon AWS
Marketing Automation : Hubspot
Tech : Google Maps (Non Paid Users)
Fonts : Typekit
Last Updated : 2023-12-17
Jobs Vacancies
Financial Advisor
Atlanta, Georgia, United States
Posted at : 2023-11-27
Financial Advisor
North Carolina, United States
Posted at : 2023-11-16
Employees
- Ashby Ware ( Director of Business Development )
- Larry Faulkner ( Financial Representative )
- Chaz Bailey ( Financial Advisor )
- Brennan Darby ( Financial Professional )
- Marilyn Perry ( Case Manager )
- Jimmy Lewis ( Financial Advisor )
- Chris Church ( Financial Professional )
- Harrison Paul ( Summer Internship )
Alumni
- Ann Gluf ( Administrative Assistant )
- Allison Eason ( Intern )
- Jackie Csonka ( Financial Advisor )
- Jackson Gilbert ( Financial Strategist, Talent Acquisition/Recruiter )
- Deanna Drogan ( Marketing Strategist )
- Ben Snelling ( Certified Financial Planner )
- Dalton Croghan ( Director of Recruiting )
- Brian Wilbanks ( Financial Representative )
Competitors
 | Traiana financial services 37.5M yearly revenue |
 | International Advisor LTD financial services 110 employees |
 | Lanka ORIX Finance PLC financial services 600M yearly revenue |
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