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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
290

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  • United States Of America
    290

Consolidated Planning, Inc.'s Leadership

  • Stylized image of a person
    R. D.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    President & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. M.
    Founder & Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. A.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Co-Owner Financial Advisor
    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
    A. C.
    Administrative Director
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jan 21, 2026
  • Stylized image of a person
    K. S.
    Director Of Client Relations
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Mar 25, 2026
  • Stylized image of a person
    B. T.
    Managing Director & Director Of Talent Acquisition
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Feb 06, 2025
  • Stylized image of a person
    A. B.
    Sales Director
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    May 31, 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
    A. D.
    Digital Marketing Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 15, 2026
  • Stylized image of a person
    C. H.
    Content Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 16, 2026
  • Stylized image of a person
    W. N.
    Life Insurance Sales Manager
    Phone icon
    Mobile Phone
    United States
    Mar 24, 2026
  • Stylized image of a person
    J. W.
    Underwriting Team Lead
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 07, 2026
  • Stylized image of a person
    L. S.
    Project Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 30, 2026

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. The company's main headquarters is located in 6115 Park South Drive Suite 200 Charlotte, North Carolina 28210 United States; 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 237 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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

  • Ceo: R. D.
  • President & Ceo: A. B.
  • Founder & Owner: V. M.
  • Managing Partner: N. B.
  • Managing Partner: L. B.

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