Professional Summary
Professional Overview
Andy Brincefield is the President and CEO of Consolidated Planning, Inc., a leading financial planning and investment management firm based in Charlotte, North Carolina. With over 20 years of experience in the financial services industry, he brings a wealth of expertise in accounting, insurance, and strategic business leadership.
Experience Summary
Current Role
As President and CEO of Consolidated Planning, Inc. since 2005, Andy is responsible for the overall strategic direction and operational management of the firm. Under his leadership, the company has experienced consistent growth and established a reputation for delivering tailored financial solutions to its clients. Andy's strategic vision and commitment to client-centric service have been instrumental in driving the firm's success and expanding its reach within the Charlotte metropolitan area.
Career Progression
Prior to joining Consolidated Planning, Inc., Andy held the position of Division President at Advanced Impact, a respected financial services firm, where he played a pivotal role in driving the division's growth and profitability from 1998 to 2005. Throughout his career, Andy has demonstrated a strong ability to identify and capitalize on market opportunities, fostering a culture of innovation and continuous improvement.
Academic Background
Andy holds a Bachelor's degree in Accounting and Insurance from Appalachian State University, where he graduated in 1997. His specialized education has provided him with a deep understanding of financial concepts and the ability to apply them effectively in the real-world context of the financial planning and investment management industry.
Areas of Expertise
- Financial planning and investment management
- Accounting and insurance
- Strategic business leadership
- Organizational development and change management
- Client relationship management and client-centric service
Professional Impact
Under Andy's leadership, Consolidated Planning, Inc. has consistently delivered exceptional financial outcomes for its clients, earning the firm a reputation as a trusted advisor in the Charlotte metropolitan area. Andy's strategic vision and collaborative approach have been instrumental in fostering a culture of innovation and client-focused service, positioning the company for continued growth and expansion in the years to come.
Conclusion
With his extensive experience, strong academic background, and proven track record of success, Andy Brincefield is poised to continue driving Consolidated Planning, Inc. forward as a leader in the financial services industry. His commitment to excellence, strategic thinking, and client-centric approach make him a valuable asset to the company and the communities it serves.
