Jeff Paul - Email & Phone Number

Financial Advisor at Consolidated Planning, Inc.

Jeff Paul is based out of Charlotte Metro and works at Consolidated Planning, Inc. as Financial Advisor.

Jeff Paul's Contact Information

Latest update

January 23, 2024

Location

Charlotte Metro

Jeff's current employer

Consolidated Planning, Inc.

Description

Consolidated Planning provides strategic financial planning services for businesses, families and individuals.

Website

cplanning.com

HQ Location

United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Consolidated Planning, Inc.

Frequent questions about Jeff Paul

What company is Jeff Paul working for?

Jeff Paul works for Consolidated Planning, Inc..

What is Jeff Paul's function at Consolidated Planning, Inc.?

Jeff Paul is Financial Advisor at Consolidated Planning, Inc..

Where is Jeff Paul based?

Jeff Paul is based out of Charlotte Metro.

Who are Jeff Paul's co-workers?

Jeff Paul's colleagues are Andy Brincefield, Rick Dobson, Colleen Macala, Charles Stegall, Sam Renken, Carey Golden, Andy Hoffman, Roy Pinckney, Tiffany Thompson, Becky Thompson, Jessica Millis, Cindy Rodney-Smith, James Matthews, Anastatia Hollis, Bob Holmes, Genie Theimer, Andrew Davenport, Sarah Lawter, Brandon Wilson, Jocelyn Williams, Luke Gawronski, John Rosser, Greg Current, Michael Acosta, John Haynie, Richard Brown, Christine Boylan, Brian Jenkins, Duvall Forman, Nathan Fritz-Joseph, Mitchell Henderson, MBA, Neal Brincefield, John Callaway, Ryan Shannon, Dennis Myers.

Jeff's co-workers

Advisor Growth Coordinator

Charles Stegall

Executive Vice President

Sam Renken

Financial Advisor and Managing Director

Carey Golden

Managing Director & Talent Acquisition Manager

Andy Hoffman

Director of Investment Advisory Recruiting

Roy Pinckney

Managing Director

Tiffany Thompson

Director of First Impressions

Becky Thompson

Managing Director & Director of Talent Acquisition

Jessica Millis

Managing Director - Talent Acquisition

Cindy Rodney-Smith

Managing Director- Talent Acquisition

James Matthews

Director of Wealth Management

Anastatia Hollis

Digital Marketing Specialist

Bob Holmes

Financial Representative

Genie Theimer

Financial Professional

Andrew Davenport

Sarah Lawter

Client Relationship Manager

Brandon Wilson

Financial Advisor

Jocelyn Williams

Office Manager and Broker

Luke Gawronski

Certified Financial Planner

John Rosser

Investment Advisor Representative of Park Avenue Securities

Greg Current

Financial Advisor

Michael Acosta

CERTIFIED FINANCIAL PLANNER™

John Haynie

Financial Representative

Richard Brown

Financial Representative

Christine Boylan

Financial Representative

Brian Jenkins

Financial Representative

Duvall Forman

New Advisor Marketing Specialist

Nathan Fritz-Joseph

Financial Advisor

Mitchell Henderson, MBA

Financial Professional

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