Consolidated Planning

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

360 Central Ave Ste 800, Saint Petersbur...

Phone Number

(404) 892-1970

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Consolidated Planning

CPC Advisors, based in Midtown Atlanta, specializes in comprehensive financial planning strategies tailored to individual goals and circumstances. The firm offers a wide range of services including financial planning, impact investing, and business owner exit planning. Their target clients include individuals facing significant financial decisions and business owners seeking guidance in wealth management. Recognized by various industry awards, CPC Advisors is committed to enhancing clients' financial well-being through expert advice and support.Explore more
Consolidated Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Consolidated Planning Org Chart

VM
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President and Chief Executive Officer, CPC

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BF
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Chief Market Strategist and Senior Vice Presi...

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DO
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Vice President, Compliance

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NH
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Vice President, Operations & Cpc, Rjfs Relati...

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GP
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Director, Compliance & Branch Manager, Cpc, R...

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PH
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Director, Client Services & Manager, Operatio...

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Compare Similar Companies to Consolidated Planning

Compare insights from companies similar to Consolidated Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Consolidated Planning

<$5M
11-50
Private
-
1996
VM
Varun MarneniPresident and CEO, CPC
<$5M
1-10
Private
-
1986
KF
Kevin FuscoVice President
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

Consolidated Planning Tech Stack

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Frequently Asked Questions Regarding Consolidated Planning

What is Consolidated Planning's official website?
Consolidated Planning's official website is www.cpcadvisors.com
What is Consolidated Planning's Revenue?
Consolidated Planning's revenue is <$5 Million
What is Consolidated Planning's SIC code?
Consolidated Planning's SIC: 62,628
What is Consolidated Planning's NAICS code?
Consolidated Planning's NAICS: 52,523
How many employees does Consolidated Planning have?
Consolidated Planning has 11-50 employees
What industry does Consolidated Planning belong to?
Consolidated Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Consolidated Planning competition?
Consolidated Planning top competitors include: Fusco Financial Associates, Rogers Financial Group
What technology does Consolidated Planning use?
Some of the popular technologies that Consolidated Planning uses are: goo.gl, Microsoft 365, Amazon Web Hosting, tawk.to
How do I contact Consolidated Planning?
Consolidated Planning contact info: Phone number: (404) 892-1970 Website: www.cpcadvisors.com
What does Consolidated Planning do?

CPC Advisors, based in Midtown Atlanta, specializes in comprehensive financial planning strategies tailored to individual goals and circumstances. The firm offers a wide range of services including financial planning, impact investing, and business owner exit planning. Their target clients include individuals facing significant financial decisions... and business owners seeking guidance in wealth management. Recognized by various industry awards, CPC Advisors is committed to enhancing clients' financial well-being through expert advice and support.Read More

What are Consolidated Planning social media links?
Consolidated Planning Linkedin page
Is Consolidated Planning a public company?
Consolidated Planning is private company therefore does not currently have an official ticker symbol
See more information about Consolidated Planning

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