Consolidated Planning, Inc.
Sadi Omerovic is an experienced professional currently holding positions as a Sales Associate at Consolidated Planning, Inc. and as a Client Services Coordinator and Executive Assistant at Centerpoint Associates Ltd since November 2014. In the role at Centerpoint Associates, Sadi supports Advisors by managing client service requests, opening new accounts, and overseeing client paperwork and correspondence. Additionally, Sadi has been working as an Esthetician at William Henry Signature Salon and Spa since September 2012, showcasing a diverse skill set across different industries.
This person is not in the org chart
This person is not in any teams
Consolidated Planning, Inc.
Consolidated Planning, Inc. has been a leader in comprehensive financial services for nearly 30 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.