Leadership Team

About

The Leadership Team at Consolidated Planning Corporation (CPC Advisors) is responsible for setting the strategic direction, overseeing the comprehensive wealth management services, and ensuring the personalized approach that distinguishes the firm. Comprised of senior executives including the President and Founder, Chief Market Strategist, and Chief Investment Officer, this team leverages their extensive expertise to enhance client relationships and drive the company's mission of providing tailored financial planning that secures both current and future prosperity for clients and their families.


Other teams at CPC Advisors (Consolidated Planning Corporation)

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