Rick Burger, Cpa
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Rick Burger, Cpa Email & Phone Number

Financial Advisor at Consolidated Planning, Inc.
Location: Charlotte Metro, United States 10 work roles 2 schools
1 work email found @cplanning.com 1 phone found area 704 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@cplanning.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Consolidated Planning, Inc.
Role
Financial Advisor
Location
Charlotte Metro, United States
Company size
195 employees

Who is Rick Burger, Cpa? Overview

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Quick answer

Rick Burger, Cpa is listed as Financial Advisor at Consolidated Planning, Inc., a with 195 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at cplanning.com, phone signal with area code 704, and a matched LinkedIn profile for Rick Burger, Cpa.

Rick Burger, Cpa previously worked as Financial Advisor at Eagle Strategies Llc and Licensed Agent at New York Life Insurance Company. Rick Burger, Cpa holds Bs, Accounting from University Of Illinois At Urbana-Champaign.

Company email context

Email format at Consolidated Planning, Inc.

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*@cplanning.com
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Profile bio

About Rick Burger, Cpa

I develop life-long relationships with individuals and business owners through offering a unique and holistic approach to comprehensive planning, developing customized strategies designed to emphasize an overall financial balance to maximize cash flow and minimize risk.When I am not serving my clients by helping them accomplish their most important financial and personal goals and dreams, I enjoy going on weekly dates with my lovely wife, playing backgammon, euchre, hearts and table tennis, and attending a weekly Bible study.If you want to learn how I can help maximize your net after-tax wealth feel free to give me a call at 704.387.5370 or e-mail me at rburger@cplanning.com./COMPLIANCE:2023-6029/

Listed skills include Small Business, Insurance, Financial Analysis, Retirement, and 22 others.

Current workplace

Rick Burger, Cpa's current company

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Consolidated Planning, Inc.
Consolidated Planning, Inc.
Financial Advisor
united states
Website
cplanning.com
Employees
195
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Company profile
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10 roles · 31 years

Rick Burger, Cpa work experience

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

Financial Advisor

Current
Consolidated Planning, Inc.

Charlotte, Nc

My primary goals when working with clients is to organize, protect, and develop focused strategies.Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS. Not practicing CPA for Guardian or its subsidiaries or affiliates. 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.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.

Jun 2015 - Present

Financial Advisor

Eagle Strategies Llc

Charlotte, North Carolina Area

Aug 2013 - May 2015

Licensed Agent

New York Life Insurance Company

Charlotte, Nc

Dec 2011 - May 2015

Certified Health Technician

Mediconsult Usa

Charlotte, Nc

I was a representative for German manufacturer of health and wellness products specializing in health issues related to chronic pain and inflammation, arthritis and fibromyalgia.

Nov 2008 - Dec 2011

Owner

Self Employed - Health And Wellness

Charlotte, Nc

I was a distributor of health and wellness products specializing in weight loss and overall nutrition.

Jan 2004 - Dec 2011

Chief Financial Officer

Corporate Properties Of The Americas

Denver, Co

I was CFO for a newly formed venture specializing in the development and operation of industrial real estate located in Mexico.

Jun 1997 - Jun 2002

Stewardship Board Member

Mission Hills Church

Denver, Co

As a board member, I was responsible for reviewing and approving annual budget, as well as reviewing and monitoring ongoing cash flow sources and expenditures on an ongoing monthly and fiscal year to date period.

1996 - 2002 ~6 yrs

Chief Financial Officer

American Real Estate Investment Corporation

Denver, Co

I coordinated the initial public offering for this multifamily real estate investment trust. Company was acquired by an east coast based real estate concern in 1997.

Oct 1993 - Jun 1997

Cpa

The Maddox Interests

Houston, Tx

Maddox Interests was a private investment banking boutique firm specializing in real estate, oil and gas, equipment leasing and one of the original fund raisers for Blockbuster Video Superstore ventures. I coordinated all accounting and financial reporting, tax return preparation, and investor relations.

Sep 1984 - May 1992

Senior Auditor

Arthur Andersen

Houston, Tx

I was a senior auditor serving clientele primarily in banking and real estate industries.

Sep 1981 - Aug 1984
Team & coworkers

Colleagues at Consolidated Planning, Inc.

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

BF Brynne Fisher Brynne Fisher Colleague at Consolidated Planning, Inc.Fort Mill, South Carolina, United States View → GR George R Duval George R Duval Colleague at Consolidated Planning, Inc.Sanford, North Carolina, United States View → KD Karl Denney Karl Denney Colleague at Consolidated Planning, Inc.Mount Pleasant, South Carolina, United States View → SL Stuart L Stark Stuart L Stark Colleague at Consolidated Planning, Inc.Matthews, North Carolina, United States View → AC Andrew Cordell, Cfp® Andrew Cordell, Cfp® Colleague at Consolidated Planning, Inc.Charlotte Metro, United States View → LF Larry Faulkner Larry Faulkner Colleague at Consolidated Planning, Inc.Charleston, South Carolina Metropolitan Area, United States View → HC Holly Curtis Holly Curtis Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States View → BC Boyd Cauble Boyd Cauble Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States View → JB John Bartlett Cfp John Bartlett Cfp Colleague at Consolidated Planning, Inc.Taylors, South Carolina, United States View → SM Steve Martin Steve Martin Colleague at Consolidated Planning, Inc.Raleigh, North Carolina, United States View →
2 education records

Rick Burger, Cpa education

Bs, Accounting

University Of Illinois At Urbana-Champaign

Activities and Societies: Beta Alpha Psi Bronze Tablet member

Education record

Dwight Township High School

Located in Dwight, IL.

FAQ

Frequently asked questions about Rick Burger, Cpa

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

What company does Rick Burger, Cpa work for?

Rick Burger, Cpa works for Consolidated Planning, Inc..

What is Rick Burger, Cpa's role at Consolidated Planning, Inc.?

Rick Burger, Cpa is listed as Financial Advisor at Consolidated Planning, Inc..

What is Rick Burger, Cpa's email address?

AeroLeads has found 1 work email signal at @cplanning.com for Rick Burger, Cpa at Consolidated Planning, Inc..

What is Rick Burger, Cpa's phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Rick Burger, Cpa at Consolidated Planning, Inc..

Where is Rick Burger, Cpa based?

Rick Burger, Cpa is based in Charlotte Metro, United States while working with Consolidated Planning, Inc..

What companies has Rick Burger, Cpa worked for?

Rick Burger, Cpa has worked for Consolidated Planning, Inc., Eagle Strategies Llc, New York Life Insurance Company, Mediconsult Usa, and Self Employed - Health And Wellness.

Who are Rick Burger, Cpa's colleagues at Consolidated Planning, Inc.?

Rick Burger, Cpa's colleagues at Consolidated Planning, Inc. include Brynne Fisher, George R Duval, Karl Denney, Stuart L Stark, and Andrew Cordell, Cfp®.

How can I contact Rick Burger, Cpa?

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

What schools did Rick Burger, Cpa attend?

Rick Burger, Cpa holds Bs, Accounting from University Of Illinois At Urbana-Champaign.

What skills is Rick Burger, Cpa known for?

Rick Burger, Cpa is listed with skills including Small Business, Insurance, Financial Analysis, Retirement, Team Building, Retirement Planning, Financial Reporting, and Risk Management.

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