Joe Pagani at Consolidated Planning

The Path To Your Financial Wellness

The demands of your profession are undoubtedly rewarding, but they can also bring forth unique financial challenges. Student loan debt, uncertainty surrounding retirement planning, insurance coverage, or tax planning may be causing you stress and uncertainty. Take a deep breath. Together, we’ll develop a personalized strategy to manage your debt, maximize your income potential, and help you feel confident in your financial future.

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One Strategy For You

Whether you’re a physical therapist, nurse, or dental hygienist, a customized consultative approach positions your needs as the highest priority to plan for the future you desire.

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One Place To Organize

Your financial world–investments, retirement planning, income protection, wealth planning–all in one place.

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One Trusted Advisor

Your profession, industry, and business demands expert counsel that is customized, integrated, and tailored to meet your specific needs.

As a Jack of All Trades, I have been in many leadership roles during my career. As a financial advisor, this is the most fulfilling and genuine work I have ever done. Just as I was guided as a young parent, I want to help others make the best of their hard-earned money.

– Joe Pagani

Prioritize Your Financial Well-Being

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Schedule A Call

Let’s talk about where you are and where you want to be. We’ll define what you want and don’t want out of life to best organize your financial world.

 

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Step Into Action

Acknowledge and build a strong relationship with your finances to unlock a world of possibilities for your future.

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Feel Confident

Educating and guiding you throughout the process, so you feel confident to implement financial practices that align with your own values, your family’s needs, and your long-term goals

Joe Pagani

Financial Advisor
Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210

Joe is a graduate of NC State University where he studied Business Management, Economics, and Finance.  He has spent most of his adult life in Charlotte, where he raises his two sons, Rocco and Luca. His extensive experience in leadership roles in a wide variety of businesses gives him a broad understanding of today’s financial challenges and opportunities.

As an entrepreneur, he spent 20 years starting, growing and selling successful ventures in the retail, legal, and hospitality industries.  His last role was as the CEO of a national sports apparel manufacturer.

As a long time client of Consolidated Planning, Joe has a unique perspective on the positive impact a sound financial plan can have on a family.  He has experienced first-hand how to keep one’s financial future on track in the face of life’s many twists and turns.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).  Financial Representative of the Guardian Life Insurance Company of America® (Guardian), New York, NY.