Tina Weinberg, CFA, CFP
Tina has been in the financial services industry since 1985. Prior to joining Consolidated Planning, Inc., she was a Senior Vice President with Wachovia with responsibilities in several areas including managing a corporate loan portfolio, corporate training, North Carolina Bank Administration and a Private Financial Advisors team. She also held the position of Senior Vice President - Investments, Financial Advisor for Wachovia Securities. She joined Consolidated Planning, Inc. in May 2003. She manages the Investment Division and serves as an Investment Specialist.
She earned a BS Degree in Mathematics from the University of North Carolina at Chapel Hill and an MBA from the Fuqua School of Business, Duke University. She obtained the CFP designation in 2000. She holds the Chartered Financial Analyst (CFA) designation and is FINRA Series 7, Series 66 and Series 24 licensed. She is a member of the CFA Institute and the CFA North Carolina Society. She has served as director on several boards including the FPA Charlotte Chapter.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).