Consolidated Planning, Inc. Employee Directory

Q: What is Consolidated Planning, Inc. known for?

Consolidated Planning, Inc. was founded in 1981. Consolidated Planning, Inc. operates in the Financial Services industry.

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

Consolidated Planning, Inc. has approximately 245 employees.

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

Consolidated Planning, Inc.'s key employees include: President & Ceo: A. B., Ceo: R. D., Founder & Owner: V. M..

Financial ServicesNorth Carolina, United States201-500 Employees

Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow.

Find Consolidated Planning, Inc. employees' phone numbers or email addresses

Consolidated Planning, Inc. Global Highlights

North America
293

United States Of America
293

Consolidated Planning, Inc.'s Leadership

R. D.
Ceo
Mobile Phone
Email
A. B.
President & Ceo
Mobile Phone
Email
V. M.
Founder & Owner
Mobile Phone
Email
N. B.
Managing Partner
Mobile Phone
Email
L. B.
Managing Partner
Mobile Phone
Email
E. P.
Owner
Mobile Phone
Email
K. A.
Owner
Mobile Phone
Email
S. H.
Co-Owner Financial Advisor
Mobile Phone
Email

Contact profiles from Consolidated Planning, Inc.

Name

Title

Contact Info

Location

Last Update

J. W.
Underwriting Team Lead
Mobile Phone
Email
United StatesSouth Carolina
Sep 08, 2025
L. S.
Project Manager
Mobile Phone
Email
United StatesNorth Carolina
Nov 19, 2025
S. H.
Brokerage Manager / Disability Income Specialist
Mobile Phone
Email
Oct 17, 2025
M. R.
Case Manager
Mobile Phone
Email
Nov 20, 2025
J. S.
Client Relationship Manager
Mobile Phone
Email
United StatesNorth Carolina
Jan 02, 2024
S. L.
Client Relationship Manager
Mobile Phone
Email
United StatesSouth Carolina
Jan 05, 2024
B. S.
It Manager
Mobile Phone
Email
United StatesNorth Carolina
Jul 19, 2025
R. B.
Case Manager
Mobile Phone
Email
United StatesNorth Carolina
Sep 11, 2025
B. P.
Principal
Mobile Phone
Email
Oct 21, 2024
E. B.
Investment Specialist Registered Principal
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Consolidated Planning, Inc. known for?

Consolidated 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; 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?

Consolidated 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?

Consolidated Planning, Inc. has approximately 245 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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