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Consolidated Planning, Inc. Employee Directory

Financial ServicesNorth Carolina, United States201-500 Employees

Consolidated Planning, Inc. has about 241 employees, all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department. Consolidated Planning, Inc.'s workforce spans 8 departments.

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
  • 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
  • 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

Consolidated Planning, Inc. Employee Metrics

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

Banking is the largest department at 78% of profiles with a known department, followed by Community & Social Services (7%) and Finance (6%).

Contact profiles from Consolidated Planning, Inc.

Name
Title
Contact
Location
Last Update
  • Managing Director & Director Of Talent Acquisition at Consolidated Planning, Inc.
    B. T.
    Managing Director & Director Of Talent Acquisition
    Mobile Phone
    Sep 01, 2026
  • Managing Director | Registered Representative at Consolidated Planning, Inc.
    J. M.
    Managing Director | Registered Representative
    Mobile Phone
    Oct 10, 2026
  • Managing Director And Financial Advisor at Consolidated Planning, Inc.
    K. H.
    Managing Director And Financial Advisor
    Mobile Phone
    Jul 07, 2026
  • Managing Director at Consolidated Planning, Inc.
    L. P.
    Managing Director
    Mobile Phone
    Jun 30, 2026
  • Founder & Owner at Consolidated Planning, Inc.
    V. M.
    Founder & Owner
    Mobile Phone
    Oct 18, 2024
  • Partner at Consolidated Planning, Inc.
    W. A.
    Partner
    Mobile Phone
    Oct 18, 2024
  • Senior Vice President & Agency Compliance Officer at Consolidated Planning, Inc.
    E. G.
    Senior Vice President & Agency Compliance Officer
    Mobile Phone
    Jun 25, 2026
  • Brokerage Manager / Disability Income Specialist at Consolidated Planning, Inc.
    S. H.
    Brokerage Manager / Disability Income Specialist
    Mobile Phone
    Oct 16, 2026
  • Case Manager at Consolidated Planning, Inc.
    M. R.
    Case Manager
    Mobile Phone
    Nov 20, 2025
  • Financial Advisor - Market Leader - Managing Associate at Consolidated Planning, Inc.
    J. P.
    Financial Advisor - Market Leader - Managing Associate
    Mobile Phone
    Apr 16, 2026

Frequently Asked Questions

What are the largest departments at Consolidated Planning, Inc.?

Minus sign iconPlus sign iconBanking is the largest department at 78% of profiles with a known department, followed by Community & Social Services (7%) and Finance (6%). Consolidated Planning, Inc.'s workforce spans 8 departments.

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

Minus sign iconPlus sign iconConsolidated Planning, Inc. has approximately 241 employees as of October 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 October 2026, Consolidated Planning, Inc.'s key employees include:

  • Founder & Owner: V. M.
  • Managing Director & Director Of Talent Acquisition: B. T.
  • Managing Director | Registered Representative: J. M.
  • Managing Director And Financial Advisor: K. H.
  • Managing Director: L. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.

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.

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