What's it like to be a financial advisor at our firm? Here's your TOP questions answered
Consolidated Planning, Inc.
金融服务
Charlotte，North Carolina 3,047 位关注者
Advice for Today. Planning for Tomorrow.
关于我们
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.
- 网站
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http://www.cplanning.com
Consolidated Planning, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 1981
- 领域
- Financial Planning、Investments、Retirement、Life Insurance、Disability Insurance、401(k)、Income Protection和Business Owners
地点
Consolidated Planning, Inc.员工
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Steve Martin
Business Development & Financial Representative Consolidated Planning
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Ashby Ware, ChFC®, CLU, CExP, RICP
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Becky Thompson
Managing Director
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Scott Haynie, CLU®, ChFC®, RICP®, CExP®
Helping My Clients Make Informed Financial Decisions About Their Wealth So They Can Enjoy Lives Free From Compromise
动态
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Finding new connections AND leveraging your LinkedIn is essential in a career as a financial advisor. Download our four-message guide and find out how we can help you build on these efforts with your alumni network (and more) at CP 👉 https://hubs.la/Q03jh0Z40
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We are very excited Henry (Alan) McBride Jr, RICP® has joined our Raleigh office as an advisor with Consolidated Planning, Inc.! Welcome to our CP family Alan!
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Ready to join our team? We're #hiring
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Ready to join our team? We're #hiring
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We are so excited to have Ashwin Babu join Consolidated Planning, Inc. in our Raleigh office! He has teamed up with Ashok Tapadia! Welcome to our CP family Ashwin! #wearehiring
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Ready to join our team? We're #hiring
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We are so excited to welcome Rose Palaschenko, RFC® to our CP family of advisors in our Charlotte office!
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The key to achieving $750k in 5 isn't about quantity, it's about quality. Ready to talk about building a thriving practice? Start with downloading your playbook here https://lnkd.in/eVBDi9gK #wearehiring
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This past Saturday, Consolidated Planning had the honor of being the title sponsor for the Run Jen Run 5K, benefiting the Go Jen Go Foundation. Go Jen Go, founded by Jen and Joe Pagani, supports individuals and families in the Greater Charlotte area facing breast cancer. Joe, a valued financial advisor at CP, continues to carry forward Jen’s incredible legacy. We’re proud to be part of such a meaningful cause. A huge thank you to everyone who showed up to make this event so special. #GoJenGo #RunJenRun #ConsolidatedPlanning Joe Pagani Andy Brincefield Becky Thompson Brady Hemmerle, CFP® Misty Petrosino Scott Collins Michael Harris, RICP®, CExP™ Amy Cook Keith Taylor William McClanahan, CFP®, ChFC®
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