James M. Matthews,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Matthews, CFP®

Director of Wealth Management

Consolidated Planning

6115 Park South Dr, Ste 200
Charlotte, NC 28210
(704) 800-6584 CONNECT WITH James
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James Matthews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Consolidated Planning in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

Since 2005, I have provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants. As a CERTIFIED FINANCIAL PLANNER™ professional, I have delivered workshops and webinars nationwide on a broad range of topics, has counseled thousands of retirement plan participants on the available investment and financial planning options within their company-sponsored plans, and have dedicated my career to advancing the cause of making financial planning available to the next generation. I currently help my clients plan for and experience the transition from earning an income and saving to retiring and spending down their assets, or passing them to heirs.


Financial Advisor Experience

16 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: VA/NC/SC
  • Health/disability insurance: VA/NC/SC
  • Fixed annuities: VA/NC/SC
  • Variable annuities: VA/NC/SC

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. 2021-114451 exp 01/23

Financial Advisor's Specialties

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


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