William McClanahan, CFP®, ChFC®

William McClanahan, CFP®, ChFC®

Charlotte, North Carolina, United States
7K followers 500+ connections

About

Too many times, good people with financial means fail to set themselves up for a…

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Activity

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Experience

  • Consolidated Planning, Inc. Graphic
  • -

    Charlotte, North Carolina Area

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    Charlotte, North Carolina, United States

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    Chapel Hill, North Carolina, United States

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    Winston-Salem, North Carolina, United States

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    Boston, Massachusetts, United States

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    Wilmington, North Carolina, United States

Education

Licenses & Certifications

  • Certified Financial Planner (CFP) Graphic

    Certified Financial Planner (CFP)

    CFP Board

  • Chartered Financial Consultant

    American College of Financial Services

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

    NCDOI

  • Medicare Supplement/Long-Term Care

    NCDOI

  • Series 63 Graphic

    Series 63

    FINRA

  • Series 7 Graphic

    Series 7

    FINRA

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