Rob Armstrong

About Rob Armstrong

Organizing, protecting, and focusing your dollars — helping make the unpredictable more predictable — so you can spend more time, energy, and attention on what matters most to you and your family.I’m Rob Armstrong, originally from Greensboro, NC, and proud to have called Charlotte home for over 30 years. My career began in broadcasting, where I worked on a financial radio show. That experience sparked my passion for working directly with families and business professionals to help them turn financial complexity into clarity and confidence.Today, I serve individuals, families, and professionals who want more than just investment advice — they want coordination across their entire financial picture.Much of my work centers around helping clients optimize retirement assets — including self-directed brokerage accounts inside employer retirement plans — and integrating those strategies into a broader framework that includes:• Retirement income planning• Tax diversification strategies• Risk management & protection planning• Long-term care considerations• Legacy and wealth transfer planningThrough our Living Balance Sheet® approach at Consolidated Planning, we help clients see how every financial decision impacts the others — creating a more efficient and intentional plan.I hold my Series 7 and Series 66 registrations along with Life, Health, and Long-Term Care licenses, allowing me to support clients with both investment and protection planning strategies.If you’re looking to bring organization, structure, and purpose to your financial life — I’d welcome the conversation./COMPLIANCE:20••••62/

Experience

1. Financial Advisor

   Consolidated Planning, Inc.

   Nov 2021 — Present · Charlotte, NC, US

   I work with individuals, families, and professionals to bring coordination and clarity to their financial lives — integrating investment planning, retirement income strategy, and protection solutions into one cohesive framework.A key area of focus in my practice is helping clients make better use of retirement plan assets, including self-directed brokerage accounts offered within employer-sponsored plans. Many participants have access to these tools but lack integration with their broader financial strategy.My role is to help align these accounts with:• Retirement income distribution planning• Tax-efficient withdrawal strategies• Risk management and protection planning• Long-term care preparation• Legacy and estate considerationsUsing the Living Balance Sheet® process, we help clients visualize how decisions in one area of their financial life impact the others — creating more informed and confident decision-making.Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 300 Broadacres Drive, Suite 175, Bloomfield, NJ 07003. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.

Education

• NC Real Estate Commission

  Broker, Real Estate

  2002 — 2022

• FINRA

  S7 S66 Life/Health Insurance/Medicare/LTC

  2015

• University of North Carolina at Charlotte

  BA, Psychology-Economics

  1988 — 1993

Skills

• B2b
• Direct Marketing
• Digital Strategy
• Media Buying
• Copywriting
• Customer Service
• Advertising Sales
• Strategy
• Sales Presentations
• Sponsorship
• Lead Generation
• Cold Calling
• Advertising
• Mobile Marketing
• Online Advertising
• Public Relations
• Crm
• Social Media Marketing
• Broadcast
• Sponsorship Sales
• Leadership
• Interactive Marketing
• Account Management
• Digital Media
• Promotions
• Sales
• Customer Satisfaction
• New Business Development
• Radio Promotions
• Marketing
• Sales Process
• Problem Solving
• Strategic Planning
• Marketing Communications
• Facebook
• Integrated Marketing
• New Media
• Television
• Sales Management
• Selling