Charlotte, North Carolina

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PHONE:

704-552-8507

FAX:

704-554-6073

EMAIL:

info@cplanning.com
CALL US
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ADDRESS:

6115 Park S Drive
Suite 200
Charlotte, NC 28210
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HOURS OF OPERATION

Monday – Thursday: 8:30am – 5:00pm

Friday: 8:30am – 4:00pm

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THE CONSOLIDATED PLANNING DIFFERENCE

About Our Charlotte Office

When you come to our financial planning office you can feel secure and confident right from the beginning. That is because our financial services firm is committed to ensuring you have a quality experience. We know and understand how important financial planning is for your family or business, and are focused on making sure you receive the advice and knowledge you need to truly make informed decisions about your financial future. The right financial planning makes all the difference in the security you can enjoy in the long term.

Local Financial Advisors

Advisors at Our Charlotte Office

No matter where you are, we have financial advisors who can work with you on planning for the present and the future. The right financial advisor team can make a significant difference in how you feel about your finances and increase your confidence in achieving your goals.

Andy Brincefield

President and CEO
Meet Andy

Andy Harris

Financial Advisor
Meet Andy

Bob Holmes

Financial Advisor
Meet Bob

Bo Cauble

Financial Advisor
Meet Bo

Charles Stegall

Financial Advisor
Meet Charles

Courtenay Miller

Financial Advisor
Meet Courtenay

Dan Mullane

Financial Advisor
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Dave Taylor

Financial Advisor
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Dennis Myers

Financial Advisor
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Genie Theimer

Financial Advisor
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James M. Matthews

Financial Advisor | Director of Wealth Management
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Jeff Howard

Financial Advisor
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Jeff Smith

Financial Advisor
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Joel Gardner

Financial Advisor
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John Callaway

Financial Advisor
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Kelley Hughes

Managing Director and Market Leader for Women in Financial Services
Meet Kelley

Lang MacBain

Financial Representative
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Lisa Hund

Financial Advisor
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Michael Acosta

Financial Advisor
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Michael Harris

Chief Operating Officer
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Michael A. Thompson

Financial Advisor
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Misty Petrosino

Director of Marketing and Systems - Advisors
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Nicole Pilo

Financial Advisor
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Rob Armstrong

Financial Advisor
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Roger Mills

Financial Advisor
Meet Roger

Scott Collins

Financial Advisor
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Tom Dumas

Financial Advisor
Meet Tom

William McClanahan

Financial Advisor
Meet William

Joe Pagani

Financial Advisor
Meet Joe