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Insights

Advisor-led growth High emphasis on supporting individual advisors to level up their existing client relationships positions the firm as an enabler for independent production. Use this to position services that accelerate advisor recruitment, onboarding, and scalable practice management for growth-minded brokers.

Holistic planning The firm promotes real, holistic financial planning and differentiated client experiences. Sales opportunities exist for enhanced planning tools, fee models, and tech-enabled advisory platforms that reinforce comprehensive planning capabilities for retention and expansion.

Co-brand with Guardian As an agency of Guardian Life, there are potential partnerships around insurance, retirement, and asset protection solutions. Propose integrated product suites, co-branded marketing campaigns, and cross-sell opportunities to existing Guardian clients.

Tech stack fit Current tech stack includes HubSpot Analytics, WordPress, Shopify, Mailgun, Google Analytics. Position complementary MarTech, CRM, and data analytics tools to enhance client acquisition, lead nurturing, and advisor productivity.

Financial scale Revenue range indicates sizeable mid-market potential with 201-500 employees. Focus on scalable practice management, recruitment solutions, and enterprise-grade compliance and governance offerings to support growth and efficiency.

Similar companies to Consolidated Planning, Inc.

Consolidated Planning, Inc. Tech Stack

Consolidated Planning, Inc. uses 8 technology products and services including HubSpot Analytics, WordPress, Shopify, and more. Explore Consolidated Planning, Inc.'s tech stack below.

Consolidated Planning, Inc.'s Email Address Formats

Consolidated Planning, Inc. uses at least 4 email formats:
Consolidated Planning, Inc. Email FormatsExamplePercentage
FLast@cplanning.comJDoe@cplanning.com
58%
First.Last@cplanning.comJohn.Doe@cplanning.com
29%
First_Last@cplanning.comJohn_Doe@cplanning.com
11%
FirstLast@cplanning.comJohnDoe@cplanning.com
2%

Frequently Asked Questions

What is Consolidated Planning, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Consolidated Planning, Inc.'s main corporate office by phone at
+1-704-552-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Consolidated Planning, Inc.'s official website and social media links?

Minus sign iconPlus sign iconConsolidated Planning, Inc.'s official website is cplanning.com and has social profiles on LinkedIn.

How much revenue does Consolidated Planning, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Consolidated Planning, Inc.'s annual revenue is estimated to be $250M - $500M.

What is Consolidated Planning, Inc.'s NAICS code?

Minus sign iconPlus sign iconConsolidated Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of October 2026, Consolidated Planning, Inc. has approximately 241 employees across 1 continents, including North America. Key team members include Founder & Owner: V. M., Managing Director & Director Of Talent Acquisition: B. T. and Managing Director | Registered Representative: J. M. Explore Consolidated Planning, Inc.'s employee directory with LeadIQ.

What industry does Consolidated Planning, Inc. belong to?

Minus sign iconPlus sign iconConsolidated Planning, Inc. operates in the Financial Services industry.

What technology does Consolidated Planning, Inc. use?

Minus sign iconPlus sign iconConsolidated Planning, Inc.'s tech stack includes HubSpot Analytics, WordPress, Shopify, Mailgun, JSON-LD, Flywheel, Bootstrap and Google Analytics.

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

Minus sign iconPlus sign iconConsolidated Planning, Inc.'s email format typically follows the pattern of FLast@cplanning.com. Find more Consolidated Planning, Inc. email formats with LeadIQ.

When was Consolidated Planning, Inc. founded?

Minus sign iconPlus sign iconConsolidated Planning, Inc. was founded in 1981.
Consolidated Planning, Inc. logo

Consolidated Planning, Inc.

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.

Section iconCompany Overview

Phone number
+1-704-552-****
Website
cplanning.com
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $250M - $500M

    Consolidated Planning, Inc.'s revenue is estimated to be in the range of $250M - $500M

Company Leadership

  • Founder & Owner at Consolidated Planning, Inc.
    V. M.
    Founder & Owner
    Mobile Phone
  • Managing Director & Director Of Talent Acquisition at Consolidated Planning, Inc.
    B. T.
    Managing Director & Director Of Talent Acquisition
    Mobile Phone
  • Managing Director | Registered Representative at Consolidated Planning, Inc.
    J. M.
    Managing Director | Registered Representative
    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

Employee Directory

  • 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
  • Brokerage Manager / Disability Income Specialist at Consolidated Planning, Inc.
    S. H.
    Brokerage Manager / Disability Income Specialist
    Mobile Phone
  • Case Manager at Consolidated Planning, Inc.
    M. R.
    Case Manager
    Mobile Phone
  • Financial Advisor - Market Leader - Managing Associate at Consolidated Planning, Inc.
    J. P.
    Financial Advisor - Market Leader - Managing Associate
    Mobile Phone

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