Paul Goldstein Mba
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Paul Goldstein Mba Email & Phone Number

Financial Advisor at Consolidated Planning Inc at Consolidated Planning, Inc.
Location: Clemson, South Carolina, United States 5 work roles 2 schools
1 work email found @cplanning.com 7 phones found area 864, 609, and 856 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email p****@cplanning.com
Direct phone (864) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Consolidated Planning, Inc.
Role
Financial Advisor at Consolidated Planning Inc
Location
Clemson, South Carolina, United States
Company size
195 employees

Who is Paul Goldstein Mba? Overview

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Quick answer

Paul Goldstein Mba is listed as Financial Advisor at Consolidated Planning Inc at Consolidated Planning, Inc., a with 195 employees, based in Clemson, South Carolina, United States. AeroLeads shows a work email signal at cplanning.com, phone signal with area code 864, 609, 856, and a matched LinkedIn profile for Paul Goldstein Mba.

Paul Goldstein Mba previously worked as Financial Advisor at Consolidated Planning, Inc. and Registered Representative of Park Avenue Securities at Financial Representative Of Consolidated Planning Holdings, Inc. Paul Goldstein Mba holds Master Of Business Administration (Mba), Business Administration, Management And Operations from Southern Wesleyan University.

Company email context

Email format at Consolidated Planning, Inc.

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*@cplanning.com
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AeroLeads found 1 current-domain work email signal for Paul Goldstein Mba. Compare company email patterns before reaching out.

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Profile bio

About Paul Goldstein Mba

Paul Goldstein Mba is a Financial Advisor at Consolidated Planning Inc at Consolidated Planning, Inc.. He possess expertise in long term care, roth ira, disability insurance, iras, long term care insurance and 13 more skills.

Listed skills include Long Term Care, Roth Ira, Disability Insurance, Iras, and 14 others.

Current workplace

Paul Goldstein Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Consolidated Planning, Inc.
Consolidated Planning, Inc.
Financial Advisor at Consolidated Planning Inc
united states
Website
cplanning.com
Employees
195
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Company profile
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5 roles

Paul Goldstein Mba work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Consolidated Planning, Inc.

Clemson,Sc

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 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 wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Jan 2021 - Present

Registered Representative Of Park Avenue Securities

Financial Representative Of Consolidated Planning Holdings, Inc

Clemson, Sc

Feb 2013 - Jan 2021

Partner

New York Life Insurance Company

Greenville, South Carolina Area

Recruit and Develop AgentsBusiness ManagementInsurance and Financial Services

Aug 2012 - Feb 2013

Agent

New York Life Insurance Company

Able to help families and business owners with their insurance and financial needs through the many products and services we have to offer.

Oct 2009 - Aug 2012

Owner

Goldstein Fitness And Sports

Designed and implemented different physical fitness programs for individuals and athletes

Jan 2003 - Dec 2009
Team & coworkers

Colleagues at Consolidated Planning, Inc.

Other employees you can reach at cplanning.com. View company contacts for 195 employees →

PD Paul Dowd, Chfc®, Cexp™ Paul Dowd, Chfc®, Cexp™ Colleague at Consolidated Planning, Inc.Raleigh-Durham-Chapel Hill Area, United States View → TR Tommy Rosser Tommy Rosser Colleague at Consolidated Planning, Inc.Broadway, North Carolina, United States View → CL Crystal Louramore-Kirsanova Crystal Louramore-Kirsanova Colleague at Consolidated Planning, Inc.Raleigh, North Carolina, United States View → JB John Bartlett Cfp John Bartlett Cfp Colleague at Consolidated Planning, Inc.Taylors, South Carolina, United States View → SC Savannah C. Savannah C. Colleague at Consolidated Planning, Inc.Seattle, Washington, United States View → JL Jeffrey Lott Jeffrey Lott Colleague at Consolidated Planning, Inc.Summerville, South Carolina, United States View → JG Joseph Giordano Joseph Giordano Colleague at Consolidated Planning, Inc.Matthews, North Carolina, United States View → SB Scott Brackney Scott Brackney Colleague at Consolidated Planning, Inc.Piedmont, South Carolina, United States View → BS Bonnie Swaney Bonnie Swaney Colleague at Consolidated Planning, Inc.Greensboro, North Carolina, United States View → GG Geoff Gardner Geoff Gardner Colleague at Consolidated Planning, Inc.Richmond, Virginia, United States View →
2 education records

Paul Goldstein Mba education

Master Of Business Administration (Mba), Business Administration, Management And Operations

Southern Wesleyan University

Activities and Societies: Asst. Baseball Coach

Bachelor Of Science (Bs), Public Health Education And Promotion

Clemson University

Activities and Societies: Clemson Rugby, Treasurer Clemson Rugby 2001-2003

FAQ

Frequently asked questions about Paul Goldstein Mba

Quick answers generated from the profile data available on this page.

What company does Paul Goldstein Mba work for?

Paul Goldstein Mba works for Consolidated Planning, Inc..

What is Paul Goldstein Mba's role at Consolidated Planning, Inc.?

Paul Goldstein Mba is listed as Financial Advisor at Consolidated Planning Inc at Consolidated Planning, Inc..

What is Paul Goldstein Mba's email address?

AeroLeads has found 1 work email signal at @cplanning.com for Paul Goldstein Mba at Consolidated Planning, Inc..

What is Paul Goldstein Mba's phone number?

AeroLeads has found 7 phone signal(s) with area code 864, 609, 856 for Paul Goldstein Mba at Consolidated Planning, Inc..

Where is Paul Goldstein Mba based?

Paul Goldstein Mba is based in Clemson, South Carolina, United States while working with Consolidated Planning, Inc..

What companies has Paul Goldstein Mba worked for?

Paul Goldstein Mba has worked for Consolidated Planning, Inc., Financial Representative Of Consolidated Planning Holdings, Inc, New York Life Insurance Company, and Goldstein Fitness And Sports.

Who are Paul Goldstein Mba's colleagues at Consolidated Planning, Inc.?

Paul Goldstein Mba's colleagues at Consolidated Planning, Inc. include Paul Dowd, Chfc®, Cexp™, Tommy Rosser, Crystal Louramore-Kirsanova, John Bartlett Cfp, and Savannah C..

How can I contact Paul Goldstein Mba?

You can use AeroLeads to view verified contact signals for Paul Goldstein Mba at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Paul Goldstein Mba attend?

Paul Goldstein Mba holds Master Of Business Administration (Mba), Business Administration, Management And Operations from Southern Wesleyan University.

What skills is Paul Goldstein Mba known for?

Paul Goldstein Mba is listed with skills including Long Term Care, Roth Ira, Disability Insurance, Iras, Long Term Care Insurance, Public Speaking, 401K Rollovers, and Life Insurance.

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