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Consolidated Planning, Inc. Employee Directory

Financial ServicesNorth Carolina, United States201-500 Employees

Consolidated Planning, Inc. is a financial services firm headquartered in Charlotte, North Carolina. The company employs between 201 and 500 people. It operates as an agency of The Guardian Life Insurance Company of America, with securities products and advisory services offered through Park Avenue Securities, LLC (PAS), a FINRA/SIPC member, and the firm's OSJ is located at 6115 Park South Drive, Suite 200, Charlotte, NC. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian; Guardian and its subsidiaries do not provide tax, legal, or accounting advice. Publicly reported investment activity indicates the firm has acquired stakes in several companies, including Boeing, W. R. Berkley, Intercontinental Exchange, Huntsman, and Robert Half International. More information is available on the company's website at cplanning.com.

Find Consolidated Planning, Inc. employees' phone numbers or email addresses

Consolidated Planning, Inc. Global Highlights

Location
Employees

North America
305

Minus sign iconPlus sign icon
  • United States Of America
    305

Consolidated Planning, Inc.'s Leadership

  • Founder & Owner at Consolidated Planning, Inc.
    V. M.
    Founder & Owner
    Mobile Phone
  • Co-Owner Financial Advisor at Consolidated Planning, Inc.
    S. H. C.
    Co-Owner Financial Advisor
    Mobile Phone
  • Partner at Consolidated Planning, Inc.
    W. A.
    Partner
    Mobile Phone
  • Senior Vice President & Agency Compliance Officer at Consolidated Planning, Inc.
    E. G.
    Senior Vice President & Agency Compliance Officer
    Mobile Phone
  • Managing Director & Director Of Talent Acquisition at Consolidated Planning, Inc.
    B. T.
    Managing Director & Director Of Talent Acquisition
    Mobile Phone
  • Managing Director And Financial Advisor at Consolidated Planning, Inc.
    K. H.
    Managing Director And Financial Advisor
    Mobile Phone
  • Managing Director at Consolidated Planning, Inc.
    L. P.
    Managing Director
    Mobile Phone
  • Financial Advisor - Market Leader - Managing Associate at Consolidated Planning, Inc.
    J. P.
    Financial Advisor - Market Leader - Managing Associate
    Mobile Phone

Consolidated Planning, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Recruiting
  • Education
  • Other
  • Support
  • Accounting

Contact profiles from Consolidated Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Principal at Consolidated Planning, Inc.
    B. P.
    Principal
    Mobile Phone
    Oct 21, 2024
  • Investment Specialist Registered Principal at Consolidated Planning, Inc.
    E. B.
    Investment Specialist Registered Principal
    Mobile Phone
    Oct 22, 2024
  • Principal at Consolidated Planning, Inc.
    S. M.
    Principal
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Consolidated Planning, Inc.
    C. C.
    Financial Advisor
    Mobile Phone
    May 28, 2026
  • Financial Representative at Consolidated Planning, Inc.
    L. R. H.
    Financial Representative
    Mobile Phone
    Jun 30, 2026
  • Financial Advisor at Consolidated Planning, Inc.
    J. H.
    Financial Advisor
    Mobile Phone
    Jun 26, 2026
  • Financial Advisor at Consolidated Planning, Inc.
    C. F.
    Financial Advisor
    Mobile Phone
    Apr 20, 2026
  • Financial Specialist at Consolidated Planning, Inc.
    D. M. R.
    Financial Specialist
    Mobile Phone
    Jun 02, 2026
  • Investment Advisor Representative Of Park Avenue Securities at Consolidated Planning, Inc.
    J. R.
    Investment Advisor Representative Of Park Avenue Securities
    Mobile Phone
    Jun 05, 2026
  • Financial Representative at Consolidated Planning, Inc.
    L. M.
    Financial Representative
    Mobile Phone
    Aug 30, 2026

Frequently Asked Questions

What is Consolidated Planning, Inc. known for?

Minus sign iconPlus sign iconConsolidated Planning, Inc. was founded in 1981 and operates in the Financial Services industry. You can contact Consolidated Planning, Inc.'s main corporate office by phone at
+1-704-552-****
. Explore Consolidated Planning, Inc.'s company overview page for more information.

What is Consolidated Planning, Inc.'s most common email format?

Minus sign iconPlus sign iconConsolidated Planning, Inc. employees' email format typically follows the pattern of FLast@cplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Consolidated Planning, Inc. email formats with LeadIQ.

How many employees does Consolidated Planning, Inc. have currently?

Minus sign iconPlus sign iconConsolidated Planning, Inc. has approximately 250 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Consolidated Planning, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Consolidated Planning, Inc.'s key employees include:

  • Founder & Owner: V. M.
  • Co-Owner Financial Advisor: S. H. C.
  • Partner: W. A.
  • Senior Vice President & Agency Compliance Officer: E. G.
  • Managing Director & Director Of Talent Acquisition: B. T.

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