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Your Freedom. Your Finances.

We help you organize your finances so you have a better outcome.
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We get it. We're here to help

Step 1: Complimentary Assessment

We start with a 15-minute session to assess your current financial health.

Step 2: Custom Action Plan

Together, we’ll identify areas that need attention and outline a plan to address them.

Step 3: Clear Agreement

We’ll outline the scope of work, expectations, and costs upfront.

Step 4: Get to Work

With the plan in place, we dive into organizing, planning, and ensuring your finances are on the right track.

Gain clarity today.

Schedule a Discovery Call

Joel Gardner

RICP®
Financial Advisor
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jgardner@cplanning.com

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

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Originally from Maryland, right outside of our Nation’s Capital, Joel has been in the Carolinas since 2006. He earned a Bachelor’s Degree in Sport and Entertainment Management from the University of South Carolina as well as a post-baccalaureate certificate in accounting from Furman University. 

Joel has been in the financial services industry since 2014. He is an Investment Advisor Representative and holds the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) designation. His passion is helping small business owners and their employees build a plan to protect and grow their wealth while teaching strategies to exit their businesses and/or careers. 

He takes great pride in serving his clients, helping them stress-test various scenarios before making decisions. Most often clients engage with him when they are preparing for a major transition like starting a new job, sending a child/children off to College, growing a business to be passed on or sold or getting clarity around what retirement can look like. 

Outside of working with clients he loves spending time with his College sweetheart (Natalie) and their four children (Braxton, Markley, Essie & Judah). He is a life long soccer player and enjoys watching most sports especially when his beloved South Carolina Gamecocks are involved. Joel and Natalie are active members at their Congregation, Hope of Israel in Charlotte, North Carolina where he serves in many capacities. In all He does, He seeks to love others as He has been loved by God. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

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2022-147105 Exp 12/24