Charles Stegall
Executive Vice President at Consolidated Planning, Inc. | Charlotte Metro
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Charles Stegall serves as the Executive Vice President at Consolidated Planning, Inc., where he leverages his extensive expertise in strategic financial planning, estate planning, and wealth management to guide clients toward achieving their financial goals. With a solid foundation as a Registered Representative and Financial Advisor with Park Avenue Securities LLC, Charles is adept at navigating the complexities of investment strategies and insurance products, ensuring that his clients receive comprehensive and tailored financial solutions.
At Consolidated Planning, Charles is currently spearheading key projects that focus on enhancing retirement planning services and developing innovative business planning strategies for entrepreneurs and small business owners. His commitment to providing personalized service is evident in his approach to 401(k) management, where he emphasizes the importance of aligning investment choices with long-term financial objectives. By integrating advanced financial modeling and risk assessment techniques, Charles helps clients optimize their portfolios while safeguarding their assets.
His role also involves mentoring junior advisors and fostering a culture of continuous learning within the firm, ensuring that the team remains at the forefront of industry trends and regulatory changes. Charles’s dedication to professional development and client education underscores his belief that informed clients are empowered clients. As he continues to drive growth and excellence at Consolidated Planning, his multifaceted skill set positions him as a trusted advisor and leader in the financial services industry.
Executive Vice President at Consolidated Planning, Inc. in October 1990 to Present
Sales Representative at ATI Specialty Materials in January 1986 to January 1990
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Strategic Financial Planning
Estate Planning
Business Planning
Retirement Planning
Wealth Management
Insurance
Investments
401k
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Discover more about Consolidated Planning, Inc.What is Charles Stegall email address?
Email Charles Stegall at [email protected] and [email protected]. This email is the most updated Charles Stegall email found in 2026.
What is Charles Stegall phone number?
Charles Stegall phone number is +17049064931 and +17045751885.
How to contact Charles Stegall?
To contact Charles Stegall send an email to [email protected] or [email protected]. If you want to call Charles Stegall try calling on +17049064931 and +17045751885.
What is Charles Stegall net worth?
Charles Stegall has an estimated net worth of $25,000 to $49,999
What company does Charles Stegall work for?
Charles Stegall works for Consolidated Planning, Inc.
What is Charles Stegall's role at Consolidated Planning, Inc.?
Charles Stegall is Executive Vice President
What industry does Charles Stegall work in?
Charles Stegall works in the Financial Services industry.
Charles Stegall Email Addresses
Charles Stegall Phone Numbers
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