Joel Gardner
Consolidated Planning
Charlotte,
North Carolina
Professional Profile
Call Me When
You aren't sure which exit path is right for you and you want an unbiased third party to model scenarios.
Professions
Consultant
Insurance
Wealth Manager
Functional Expertise
Cash flow enhancements
Cash management
ESOPs
Financial Modelling
Investments
Exit/Transition Planning
Professional Certification
Retirement Income Certified Professional, Series 7 & 66 Investment Licenses, Life, Health, LTC Insurance Licensed
Client Industries
Business Services
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Charlotte Individual
Member since
Member for 1 year
Why I'm a Member of XPX
My Dad attempted to exit his business when I was a young boy and it went terribly wrong, changing the trajectory of our financial lives.
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.
