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Paul Goldstein

Financial Advisor at Consolidated Planning

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CONSOLIDATED PLANNING

CONSOLIDATED PLANNING

  • description Description
    Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges th...

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  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Consolidated Planning Org Chart and Mapping

Employees

Luke Gawronski

Certified Financial Planner

Paul Mitchell

Financial Representative

Lorraine Griffin

Recruiting and Onboarding Operations Team Lead

John Rosser

Investment Advisor Representative of Park Avenue Securities

Frequently Asked Questions Regarding Paul Goldstein

Answer: Paul Goldstein works for Consolidated Planning as Financial Advisor

Answer: Paul Goldstein’s role in Consolidated Planning is Financial Advisor

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Answer: Paul Goldstein works in the industry of: Financial Services

Answer: Paul Goldstein works Consolidated Planning located at 1208 VFW Pkwy Ste 300, Charlotte, North Carolina, 02132, United States

Answer: Consolidated Planning's Financial Advisor is Paul Goldstein

Answer: Paul Goldstein contact details:

  • Phone number  :  (***)-***-****
  • Email  :  p****@ft.newyorklife.com

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