James M. Matthews, CFP^®

CLU^®, RICP^®

Director of Wealth Management

Consolidated Planning, Inc.

6115 Park South Dr, Ste 200
Charlotte, NC 28210

FINANCIAL ADVISOR'S WEBSITE

WWW.CPLANNING.COM

(980) 235-7806 CONNECT WITH James

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We offer fee-based financial planning services, Investment Advisory products and services and insurance products on a commission and/or fee basis

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Learn about Consolidated Planning

Plan a More Intelligent Retirement

General

James Matthews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Consolidated Planning, Inc. in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

As Consolidated Planning's Director of Wealth Management, I help lead the firm in the areas of recruiting, training, investment & retirement income planning. I also personally help our clients organize, protect, and manage their wealth through our consultative financial planning process. I'm a peer reviewer for the Journal of Financial Planning and co-author of the Intelligent Retirement® blog, where we explore the intersection of academic research and our firm's planning philosophies on growing and preserving wealth. I am a CERTIFIED FINANCIAL PLANNER™ Professional and have attained the Chartered Life Underwriter® & Retirement Income Certified Professional® designations through The American College of Financial Services. I also currently serve on the board of the Charlotte chapter of the Society of Financial Services Professionals.

Financial Advisor Experience

16 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: VA/NC/SC/FL/GA/MD
Health/disability insurance: VA/NC/SC/FL/GA/MD
Fixed annuities: VA/NC/SC/FL/GA/MD
Variable annuities: VA/NC/SC/FL/GA/MD

Broker-Dealer Affiliation

Park Avenue Securities, LLC

Broker-Dealer Disclaimer

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive Ste 200 Charlotte, NC 28210, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a direct, wholly-owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 2023-149483 exp 01/2025

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth