LeadIQ logo
Learn more at LeadIQ.com
Consolidated Planning, Inc. logo

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
294

Minus sign iconPlus sign icon
  • United States Of America
    294

Consolidated Planning, Inc.'s Leadership

  • Stylized image of a person
    V. M.
    Founder & Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H. C.
    Co-Owner Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. A.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Senior Vice President & Agency Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. T.
    Managing Director & Director Of Talent Acquisition
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Managing Director And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Financial Advisor - Market Leader - Managing Associate
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    S. H. C.
    Co-Owner Financial Advisor
    Phone icon
    Mobile Phone
    Jun 30, 2025
  • Stylized image of a person
    V. M.
    Founder & Owner
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    W. A.
    Partner
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    E. G.
    Senior Vice President & Agency Compliance Officer
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    B. T.
    Managing Director & Director Of Talent Acquisition
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    K. H.
    Managing Director And Financial Advisor
    Phone icon
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    L. P.
    Managing Director
    Phone icon
    Mobile Phone
    Jun 30, 2026
  • Stylized image of a person
    J. P.
    Financial Advisor - Market Leader - Managing Associate
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    S. H.
    Brokerage Manager / Disability Income Specialist
    Phone icon
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    M. R.
    Case Manager
    Phone icon
    Mobile Phone
    Nov 20, 2025

Frequently Asked Questions

What is Consolidated Planning, Inc. known for?

Minus sign iconPlus sign iconConsolidated Planning, Inc. was founded in 1981 operates in the Financial Services industry; you can contact the 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 . 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 245 employees as of July 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 July 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.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.