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
FINANCIAL ADVISOR'S WEBSITE
(704) 800-6584 CONNECT WITH James
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General

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.

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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
  • 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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