Paul Dowd, Chfc®, Cexp™
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Paul Dowd, Chfc®, Cexp™ Email & Phone Number

Protection Advocate | Empowering Financial Independence at Consolidated Planning, Inc.
Location: Raleigh-Durham-Chapel Hill Area, United States 2 work roles 2 schools
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Current company
Role
Protection Advocate | Empowering Financial Independence
Location
Raleigh-Durham-Chapel Hill Area, United States
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Who is Paul Dowd, Chfc®, Cexp™? Overview

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Paul Dowd, Chfc®, Cexp™ is listed as Protection Advocate | Empowering Financial Independence at Consolidated Planning, Inc., a with 195 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a matched LinkedIn profile for Paul Dowd, Chfc®, Cexp™.

Paul Dowd, Chfc®, Cexp™ previously worked as Financial Advisor at Consolidated Planning, Inc. and Personal Financial Representative at Allstate Financial Services, Llc. Paul Dowd, Chfc®, Cexp™ studied at Northeastern University.

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Consolidated Planning, Inc.

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Profile bio

About Paul Dowd, Chfc®, Cexp™

Protecting families and businesses, managing assets, and shaking things up in a buttoned-down industry is what I do. And I'm on a mission to have your money work as hard as you do.I specialize in the Building Trades and Bio Medical and Pharmaceutical Industries. I also consult with Pre-retirees within 5-8 years of their magic number, as they prepare to move into the next phase of life. I help my clients create more wealth, pay less tax, and be better prepared for life's uncertainties.So how does a blue-collar guy who jams to Springsteen air guitar end up managing wealth? As I said, I am on a mission. My dad was an electrical lineman and mom worked second shift. They lived paycheck to paycheck, and at times, they struggled. Sears Roebuck Winner Twos and Wrangler Tough-Skins where the armor I did not choose, but what we could afford. Maybe my mission is a result of my mom stepping out of the picture at 49, from an aneurysm. Maybe it's because my dad, after 37 years of laboring work, was diagnosed with ALS and never had the time to pursue his bucket list.Whatever the reasons, I am an advocate. I help people make conscious, deliberate decisions about the people who matter most. When emotional decisions have to be made, I can be the voice of the spouse, the child, the business partner, or the key employee that you need. With me, what you see is what you get. If you're ready for simple, straightforward advice from a guy with his feet on the ground, let's connect./COMPLIANCE:2024-5730/

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Paul Dowd, Chfc®, Cexp™'s current company

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Consolidated Planning, Inc.
Consolidated Planning, Inc.
Protection Advocate | Empowering Financial Independence
united states
Website
Employees
195
AeroLeads page
2 roles

Paul Dowd, Chfc®, Cexp™ work experience

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Financial Advisor

Current

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. 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. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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 provided for 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.

Mar 2021 - Present
Team & coworkers

Colleagues at Consolidated Planning, Inc.

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2 education records

Paul Dowd, Chfc®, Cexp™ education

FAQ

Frequently asked questions about Paul Dowd, Chfc®, Cexp™

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What company does Paul Dowd, Chfc®, Cexp™ work for?

Paul Dowd, Chfc®, Cexp™ works for Consolidated Planning, Inc..

What is Paul Dowd, Chfc®, Cexp™'s role at Consolidated Planning, Inc.?

Paul Dowd, Chfc®, Cexp™ is listed as Protection Advocate | Empowering Financial Independence at Consolidated Planning, Inc..

Where is Paul Dowd, Chfc®, Cexp™ based?

Paul Dowd, Chfc®, Cexp™ is based in Raleigh-Durham-Chapel Hill Area, United States while working with Consolidated Planning, Inc..

What companies has Paul Dowd, Chfc®, Cexp™ worked for?

Paul Dowd, Chfc®, Cexp™ has worked for Consolidated Planning, Inc. and Allstate Financial Services, Llc.

Who are Paul Dowd, Chfc®, Cexp™'s colleagues at Consolidated Planning, Inc.?

Paul Dowd, Chfc®, Cexp™'s colleagues at Consolidated Planning, Inc. include Brandon Wilson, Gregory Current, Libby Barton, Brayden Curtis, and Harrison Paul.

How can I contact Paul Dowd, Chfc®, Cexp™?

You can use AeroLeads to view verified contact signals for Paul Dowd, Chfc®, Cexp™ at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Paul Dowd, Chfc®, Cexp™ attend?

Paul Dowd, Chfc®, Cexp™ studied at Northeastern University.

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