Nick Todd

Nick Todd is a proud native of Huntersville, NC, and a Clemson graduate with a degree in Marketing and a minor in Psychology. He’s been a part of Consolidated Planning since the very beginning, joining as one of the first interns. What started as an internship quickly turned into a career as Nick found a company culture that was unlike any other—a culture that prioritizes support, mentorship, and success.

Nick is committed to building genuine, long-lasting strategic alliances with his clients. He believes financial advising should never be transactional but instead focused on meaningful relationships built on trust, care, and a deep commitment to his clients’ long-term success. His focus is on young professionals, new families, engineers, small business owners, and teachers—people who are motivated to better their financial futures.

Nick’s mission is clear: he wants the next generation of professionals and families to feel confident and protected in their financial choices. His goal is to help them navigate the ever-changing economy without fear, ensuring that they have the knowledge and strategies to succeed in the years to come.

Outside of his professional life, Nick enjoys spending time outdoors, playing golf, cheering on Clemson football, and enjoying quality time with his friends and family. He’s passionate about giving back to his community and aims to become a staple of support and guidance for those around him.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CP Planning Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.