Consolidated Planning Revenue

Financial Services • Charlotte, North Carolina, United States • 201-500 Employees

Consolidated Planning revenue & valuation

Annual revenue	$7,602,325
Revenue per employee	$31,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,400,000
Total funding	No funding

Key Contacts at Consolidated Planning

Becky Thompson

Managing Director & Director Of Talent Acquisition

Carmen Kinney Smith

Regional Recruitment Director

Sam Renken

Financial Advisor And Managing Director

Jeff Malone

Managing Director | Registered Representative

Kelley Hughes

Managing Director And Women'S Market Leader, Financial Advisor

Jay Rinehart

Managing Director

Leroy Pinckney

Managing Director

Ernest Guerriero

Director Of Business Markets

Tiffany Thompson

Director Of First Impressions

Amy Cook

Administrative Director

Company overview

Headquarters	6115 Park South Dr, Suite 200, Charlotte, North Carolina 28210, US
Phone number	+17045528507
Website	cplanning.com
NAICS	52
SIC	628
Keywords	Investments, Disability Insurance, Income Protection, Life Insurance, Financial Planning, Retirement, 401(K), Business Owners
Founded	1981
Employees	201-500
Socials

Consolidated Planning Email Formats

Consolidated Planning uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@cplanning.com), used 35.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cplanning.com	35.6%
{first name}_{last name}	john_doe@cplanning.com	30.8%
{first initial}.{last name}	j.doe@cplanning.com	22.1%
{first name}.{last name}	john.doe@cplanning.com	6.7%

About Consolidated Planning

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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Consolidated Planning has 147 employees across 8 departments.

Departments

Number of employees

Funding Data

Consolidated Planning has never raised funding before.

Consolidated Planning Tech Stack

Discover the technologies and tools that power Consolidated Planning's digital infrastructure, from frameworks to analytics platforms.

AddToAny Share Buttons

WordPress plugins

Goober

JavaScript libraries

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

WordPress

Blogs

AddToAny

Widgets

Frequently asked questions

Consolidated Planning is located in Charlotte, North Carolina, US.

You can reach Consolidated Planning at +17045528507.

Consolidated Planning generates an estimated annual revenue of $7,602,325. This revenue figure reflects the company's market position and business performance in its industry.

Consolidated Planning has an estimated valuation of $24,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Consolidated Planning was founded in 1981, making it 45 years old. The company has established itself as a significant player in its industry over this time.

Consolidated Planning has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Consolidated Planning

Becky Thompson

Managing Director & Director Of Talent Acquisition

Carmen Kinney Smith

Regional Recruitment Director

Sam Renken

Financial Advisor And Managing Director

Jeff Malone

Managing Director | Registered Representative

Kelley Hughes

Managing Director And Women'S Market Leader, Financial Advisor

Jay Rinehart