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Strategic partnerships Target financial planning firms with scale similar to Consolidated Planning but emphasizing independent, advisor-centric culture to position Guardian Life and PAS capabilities as growth accelerators for holistic planning practices.

Advisor enablement Offer tools and programs that align with the firm’s emphasis on holistic planning, relationship-based client service, and practice ownership to attract advisors looking for growth without starting over.

Technology uplift Highlight opportunities to accelerate efficiency and client experience through secure tech stack integrations, compliance features, and modern marketing automation to support advisory workflows.

AUM growth Position the firm’s substantial revenue footprint as a gateway for scale-driven services (investment research, portfolio construction, back-office support) that can be shared with affiliated custodians and distributors.

Succession & retention Propose succession planning and retention strategies for mid-sized advisory teams seeking stable leadership, client continuity, and a growth path aligned with Guardian Life’s and PAS ecosystem.

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 August 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 August 2026, Consolidated Planning, Inc. has approximately 250 employees across 1 continents, including North America. Key team members include Founder & Owner: V. M., Co-Owner Financial Advisor: S. H. C. and Partner: W. A. 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
  • 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

Employee Directory

  • 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
  • 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

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