Consolidated Planning Employee Directory

Consolidated Planning corporate office is located in 360 Central Ave Ste 800, Saint Petersburg, Florida, 33701, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Legal

Engineering & Technical

Marketing

Consolidated Planning CEO

Varun MarneniPresident and Chief Executive Officer, CPC

Phone

See Profile

Key Employees of Consolidated Planning

JS
Jeffrey Stilwi...
Vice President, Development & Cpc, Rjfs Relationsh...
PhoneEmail
BF
Blake Flood
Chief Market Strategist and Senior Vice President,...
PhoneEmail
NH
Nicholas Hughe...
Vice President, Operations & Cpc, Rjfs Relationshi...
PhoneEmail
DO
De'shawn Owens
Vice President, Compliance
PhoneEmail
PhoneEmail
PhoneEmail

Consolidated Planning Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Consolidated Planning

Hundreds of professionals searching for Consolidated Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DO
De'shawn Owens
Email Direct
Vice President, Compliance
United States , Florida , Saint Petersburg

CS
Celine Stephenson
Email Direct
Administrative Assistant
United States , Florida , Saint Petersburg

LM
Laura Mcquillan
Email Direct
Administrative Assistant, RJFS
United States , Florida , Saint Petersburg

AG
Adele Gipson
Email Direct
Financial Advisor
United States , Florida , Saint Petersburg

TT
Trevor Thompson
Email Direct
Wealth Solutions, Cpc Head
United States , Florida , Saint Petersburg

PH
Patricia Hayton
Email Direct
Director, Client Services & Manager, Operations, Rjfs
United States , Florida , Saint Petersburg

GL
Geri Lanning
Email Direct
Senior Cpc Wealth Advisor
United States , Florida , Saint Petersburg

KC
Kyleigh Cobett
Email Direct
Wealth Advisor
United States , Florida , Saint Petersburg

GP
Gregory Phillips
Email Direct
Director, Compliance & Branch Manager, Cpc, Rjfs
United States , Florida , Saint Petersburg

JS
Jeffrey Stilwill
Email Direct
Vice President, Development & Cpc, Rjfs Relationship Manager
United States , Florida , Saint Petersburg

BF
Blake Flood
Email Direct
Chief Market Strategist and Senior Vice President, CPC
United States , Florida , Saint Petersburg

TP
Toni Perez
Email Direct
Senior Cpc Wealth Advisor
United States , Florida , Saint Petersburg

DM
Daniel Molina
Email Direct
Financial Data Engineer
United States , Florida , Saint Petersburg

CT
Chelsey Thompkins
Email Direct
Marketing Specialist
United States , Florida , Saint Petersburg

MM
Michael McCool
Email Direct
Senior Cpc Wealth Advisor
United States , Florida , Saint Petersburg

SW
Sarah Walker
Email Direct
Senior Wealth Advisor
United States , Florida , Saint Petersburg

AH
Ashley Hines
Email Direct
Client Service Associate
United States , Florida , Saint Petersburg

JR
Judy Ross
Email Direct
Strategic Consultant, CPC
United States , Florida , Saint Petersburg

NC
Nancy Cowgill
Email Direct
Receptionist
United States , Florida , Saint Petersburg

NH
Nicholas Hughes
Email Direct
Vice President, Operations & Cpc, Rjfs Relationship Manager
United States , Florida , Saint Petersburg

NC
Natasha Crichlow
Email Direct
Client Service Associate
United States , Florida , Saint Petersburg

VM
Varun Marneni
Email Direct
President and Chief Executive Officer, CPC
United States , Florida , Saint Petersburg

DS
Daren Sexton
Email Direct
Director, Portfolio Management & Senior Cpc Registered, Rjfs Associate
United States , Florida , Saint Petersburg

JV
Joshua Voisine
Email Direct
Senior Cpc Wealth Advisor
United States , Florida , Saint Petersburg

KP
Krista Pritchett
Email Direct
Senior Client Service Associate
United States , Florida , Saint Petersburg

123

Former Employees at Consolidated Planning

Explore people who held key positions, contributed to Consolidated Planning's success, and advanced their careers.

TT
Tiffany Taylor
Senior Compliance Offi... at Truist
Worked as Client Service Associate
at Consolidated Planning (2016-2018)
Email Direct

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Frequently Asked Questions Regarding Consolidated Planning Employees

How many employees does Consolidated Planning have?

Consolidated Planning has 11-50 employees

Who is the CEO of Consolidated Planning?

Consolidated Planning’s CEO is Varun Marneni

Who are Consolidated Planning key employees?

Some of Consolidated Planning key employees are Jeffrey Stilwill, Blake Flood, Nicholas Hughes, De'shawn Owens

Where is Consolidated Planning located?

Consolidated Planning’s headquarters are located at 360 Central Ave Ste 800, Saint Petersburg, Florida, 33701, United States

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... Read More

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 Employees