Greg Kitchin
Financial Representative at Consolidated Planning Inc.
- Role
- Financial Representative at Consolidated Planning, Inc.
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Greg Kitchin
I\'ve spent my career finding where systems break down and fixing…
Experience
Financial Representative
Jan 2025 — Present · Charlottesville, VA, US
Consolidated Planning was founded to challenge the traditional financial services model and deliver truly comprehensive, client-centered planning. The firm helps individuals, families, and business owners organize their finances, protect what matters most, and create plans that adapt and grow with themAt Consolidated Planning I:• Help business owners on growth and transition planning, helping maximize enterprise value, strengthen employee retention, and prepare for future exits or retirements.• Provide clarity, confidence, and control by transforming financial complexity into simple, actionable plans that align with each client’s goals and values.• Design and implement personalized financial strategies that uncover hidden opportunities, improve efficiency, and build long-term wealth without disrupting clients’ current lifestyle.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of 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.
Education
James Madison University
Bachelor of Science
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