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
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Consolidated Planning

CPC Advisors, based in Midtown Atlanta, specializes in financial planning strategies tailored to individual goals and circumstances. The firm offers a comprehensive range of services including financial planning, impact investing, and consulting. Their target clients include individuals facing significant financial decisions and milestones. Recognized as one of the best financial advisory firms by USA Today and Atlanta Business Chronicle, CPC Advisors is committed to enhancing clients' financial well-being.Explore more
Consolidated Planning's Social MediaPopular SearchesConsolidated Planning CorpHammond Investment PlanningHammond Investment Planning CoRaymond James Financial Services Inc2018 Raymond James FinancialSIC Code 62,628NAICS Code 52,523Show more

Consolidated Planning Org Chart

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DH
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Chief Investment Officer, Cpc

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Wealth Solutions, Cpc Head

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Director, Portfolio Management & Senior Cpc R...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Consolidated Planning

<$5M
11-50
Private
-
1996
DH
David HunterChief Investment Officer, Cpc
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
1986
LA
Larry AdamChief Information Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Consolidated Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Consolidated Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Consolidated Planning.

Consolidated Planning Tech Stack

A closer look at the technologies used by Consolidated Planning

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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
What is Consolidated Planning competition?
Consolidated Planning top competitors include: Copper Canyon Wealth Management, Fusco Financial Associates, Rogers Financial Group, Eagle Strategies
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 financial planning strategies tailored to individual goals and circumstances. The firm offers a comprehensive range of services including financial planning, impact investing, and consulting. Their target clients include individuals facing significant financial decisions and milestones. Recogni... zed as one of the best financial advisory firms by USA Today and Atlanta Business Chronicle, CPC Advisors is committed to enhancing clients' financial well-being.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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