Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc Email & Phone Number
@cplanning.com
LinkedIn matched
Who is Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc? Overview
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Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc is listed as Financial Representative at Consolidated Planning, Inc., a with 195 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at cplanning.com and a matched LinkedIn profile for Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc.
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc holds Bba, Business from Ohio University.
Email format at Consolidated Planning, Inc.
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AeroLeads found 1 current-domain work email signal for Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc. Compare company email patterns before reaching out.
About Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc
Many people will admit that they are not as organized as they should be about their future. Often times this is the result of too many distractions in their life. I help people take the guess work out of their current situation and help them plan and focus on their specific goals to ensure they are realizedAs a former military officer, I take a disciplined approach to analyzing a person's situation. I utilize a process which allows me to use a holistic approach in viewing a person's current situation as opposed to a limited view which is used by most advisors today. The end result is success not failure.When I am not working with my clients, I enjoy playing golf and rooting for the Carolina Panthers football team as an original PLS owner. As an avid fan, I recognize that in order to be successful you must have a game plan to navigate the many obstacles that occur. Everyone should have a coach and team to help them succeed.If you are interested in hearing more about how I can build a game plan for you, or just talk about the Panthers, please call me at 980-235-7824 or email me at bholmes@cplanning.com. I'd be happy to hear from you./COMPLIANCE:2023-6232/
Listed skills include Insurance, Disability Insurance, Financial Services, Sales, and 8 others.
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc's current company
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Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc work experience
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Financial RepresentativeRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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 wholly-owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are providedfor your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Colleagues at Consolidated Planning, Inc.
Other employees you can reach at cplanning.com. View company contacts for 195 employees →
Nikkesha Richardson
Colleague at Consolidated Planning, Inc.Columbia, South Carolina, United States
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Steve Martin
Colleague at Consolidated Planning, Inc.Raleigh, North Carolina, United States
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Mike Clu
Colleague at Consolidated Planning, Inc.Huddleston, Virginia, United States
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Paulette Inman
Colleague at Consolidated Planning, Inc.Winston-Salem, North Carolina, United States
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Savannah C.
Colleague at Consolidated Planning, Inc.Seattle, Washington, United States
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Ben Cheaney
Colleague at Consolidated Planning, Inc.Huntersville, North Carolina, United States
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Michael D. Cousar
Colleague at Consolidated Planning, Inc.Greenville-Spartanburg-Anderson, South Carolina Area, United States
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Judy Markowitz
Colleague at Consolidated Planning, Inc.Charleston, South Carolina, United States
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John Ford
Colleague at Consolidated Planning, Inc.Greenville, South Carolina, United States
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Finley Woodward
Colleague at Consolidated Planning, Inc.United States
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Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc education
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Ohio University
Frequently asked questions about Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc
Quick answers generated from the profile data available on this page.
What company does Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc work for?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc works for Consolidated Planning, Inc..
What is Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc's role at Consolidated Planning, Inc.?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc is listed as Financial Representative at Consolidated Planning, Inc..
What is Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc's email address?
AeroLeads has found 1 work email signal at @cplanning.com for Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc at Consolidated Planning, Inc..
Where is Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc based?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc is based in Charlotte Metro, United States while working with Consolidated Planning, Inc..
What companies has Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc worked for?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc has worked for Consolidated Planning, Inc..
Who are Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc's colleagues at Consolidated Planning, Inc.?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc's colleagues at Consolidated Planning, Inc. include Nikkesha Richardson, Steve Martin, Mike Clu, Paulette Inman, and Savannah C..
How can I contact Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc?
You can use AeroLeads to view verified contact signals for Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.
What schools did Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc attend?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc holds Bba, Business from Ohio University.
What skills is Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc known for?
Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc is listed with skills including Insurance, Disability Insurance, Financial Services, Sales, Life Insurance, Retirement Planning, 401K, and Coaching.
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