Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Courtenay joined Consolidated Planning in mid-2008 after a successful career in the commercial and investment banking fields. He is a native of Concord, NC and a graduate of
UNC-Chapel Hill. He was introduced to the planning process as a prospective client and has personally experienced the value proposition that Consolidated brings to our clients.
The focus of Courtenay’s practice is to build client relationships that allow families and business owners to achieve their financial goals. The CP Strategic Prosperity© Process is designed to help clients:
Get their financial world organized
Properly protect their world against unforeseen events
Focus on achieving their long term lifestyle and financial goals.
This planning process involves analyzing clients’ current financial position to assess their protection plans and then making strategic recommendations based on each client’s unique goals, or wish list, and their current situation. As a result of our planning, clients are able to enjoy improved financial efficiency with higher cash flow, more secure plans for asset accumulation during their careers, higher income in retirement, and ultimately the transfer of wealth to those closest to them.
Courtenay is fully licensed to provide a complete range of investment and insurance solutions. He holds Series 7, 52, and 66 securities registrations and is also licensed to provide life , disability and long term care insurance. He has appointments in multiple states to conduct both investment and insurance business. He is working toward his Chartered Financial Consultant® designation.
Courtenay and his wife Amelia have three children. They are active in their church and Courtenay is a Scoutmaster for the BSA troop there.
You can reach Courtenay at 980-235-7813, 800-532-2829 ext. 813 or at cmiller@cplanning.com.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian. CA insurance license #0L92556.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning 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.
2022-147105 Exp 12/24
