Rob Armstrong RICP®

Raised in Greensboro, North Carolina, Rob has built his career around helping people make informed decisions and achieve meaningful goals. A graduate of the University of North Carolina at Charlotte, he earned degrees in Psychology and Economics, a combination that continues to shape his client-centered approach today. Before entering the financial services industry, Rob spent much of his career in media, broadcasting, and advertising sales, partnering with businesses throughout the Charlotte region to support their growth through strategic marketing and communications. These experiences helped him develop a deep appreciation for relationship-building, understanding individual needs, and communicating complex ideas in a clear and meaningful way. His interest in financial planning was sparked while working alongside financial radio programming, where discussions surrounding retirement, investing, and long-term financial decision-making inspired him to pursue a career focused on helping individuals and families make the most of what they had worked so hard to achieve. Rob has also earned the Retirement Income Certified Professional® (RICP®) designation, reflecting advanced education in retirement income planning and the complex decisions individuals and families face as they transition into and through retirement. 

After transitioning into financial services, Rob was committed to building a practice centered on comprehensive planning rather than individual products or accounts. That journey led him to Consolidated Planning, where he found the independence, resources, and collaborative support needed to deliver the holistic guidance he envisioned. Today, Rob works closely with physicians and other medical professionals, pre-retirees, retirees, successful families, and business owners seeking a more coordinated approach to their financial lives. Rob uses a fee-based financial planning approach to help clients coordinate the major areas of their financial lives, including investments, retirement income planning, tax considerations, life and disability insurance, long-term care planning, and estate planning strategies. In his advisory capacity, he places his clients’ interests first and helping them evaluate how each financial decision fits within their broader plan. His mission is to help clients transform a lifetime of hard work and saving into a confident vision for the future, providing clarity, perspective, and guidance through every stage of life. 

Outside of work, Rob enjoys life on Mountain Island Lake near his home in Mount Holly, North Carolina. Whether boating, attending live music events, traveling, discovering local breweries, or exploring new restaurants with family and friends, he values experiences that bring people together. Music has long been one of his greatest passions. A longtime keyboard player, Rob performed in both a college rock band and later a Grateful Dead tribute band, and he remains an enthusiastic supporter of the local music scene. Rob is also dedicated to serving his community through organizations including Mecklenburg Community Church, the Leukemia & Lymphoma Society, and Giving with Grace. In 2017, he was honored as a Leukemia & Lymphoma Society Man of the Year candidate and helped lead a fundraising effort that raised nearly $150,000 for blood cancer research. Through both his professional and personal endeavors, Rob remains passionate about building meaningful relationships and making a positive impact in the lives of others. 

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. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.