Justin Sheaffer
Financial Representative at Consolidated Planning, Inc.- Claim this Profile
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Bio
Ben Bogardus
Justin is a great listener. Incredibly motivated, a real go-getter, you can tell whenever you speak with him that he really cares. I met Justin a couple years ago and he helped me get set up with a life insurance policy. Since then we have run into each other at Chamber events, he runs a monthly mastermind group for local professionals. Every conversation we have I can tell he is thoughful and deliberate with all things business and personal. I recommend Justin for all your financial planning needs!
Darshan Khatavkar
Justin is one of the most motivated and self starting individual I know. His competitive side excelled when he hit growth targets at the Y. He is also highly skilled at customer service skills. He takes time to listen to customer's issue and is not afraid to step outside his defined role to ensure resolution.
Ben Bogardus
Justin is a great listener. Incredibly motivated, a real go-getter, you can tell whenever you speak with him that he really cares. I met Justin a couple years ago and he helped me get set up with a life insurance policy. Since then we have run into each other at Chamber events, he runs a monthly mastermind group for local professionals. Every conversation we have I can tell he is thoughful and deliberate with all things business and personal. I recommend Justin for all your financial planning needs!
Darshan Khatavkar
Justin is one of the most motivated and self starting individual I know. His competitive side excelled when he hit growth targets at the Y. He is also highly skilled at customer service skills. He takes time to listen to customer's issue and is not afraid to step outside his defined role to ensure resolution.
Ben Bogardus
Justin is a great listener. Incredibly motivated, a real go-getter, you can tell whenever you speak with him that he really cares. I met Justin a couple years ago and he helped me get set up with a life insurance policy. Since then we have run into each other at Chamber events, he runs a monthly mastermind group for local professionals. Every conversation we have I can tell he is thoughful and deliberate with all things business and personal. I recommend Justin for all your financial planning needs!
Darshan Khatavkar
Justin is one of the most motivated and self starting individual I know. His competitive side excelled when he hit growth targets at the Y. He is also highly skilled at customer service skills. He takes time to listen to customer's issue and is not afraid to step outside his defined role to ensure resolution.
Ben Bogardus
Justin is a great listener. Incredibly motivated, a real go-getter, you can tell whenever you speak with him that he really cares. I met Justin a couple years ago and he helped me get set up with a life insurance policy. Since then we have run into each other at Chamber events, he runs a monthly mastermind group for local professionals. Every conversation we have I can tell he is thoughful and deliberate with all things business and personal. I recommend Justin for all your financial planning needs!
Darshan Khatavkar
Justin is one of the most motivated and self starting individual I know. His competitive side excelled when he hit growth targets at the Y. He is also highly skilled at customer service skills. He takes time to listen to customer's issue and is not afraid to step outside his defined role to ensure resolution.
Credentials
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Series 7
FINRANov, 2021- Nov, 2024 -
SIE
FINRAJun, 2021- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
North Carolina Department of InsuranceOct, 2020- Nov, 2024
Experience
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Consolidated Planning, Inc.
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United States
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Financial Services
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100 - 200 Employee
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Financial Representative
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Apr 2022 - Present
I am responsible for leading education via a series of conversations to assist in ensuring success in the best of times because we planned for the worst. Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CP Planning Group, Inc. is not an affiliate or subsidiary of PAS or 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. Show less
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Jan 2021 - May 2022
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YMCA of Western North Carolina
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United States
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Wellness and Fitness Services
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100 - 200 Employee
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Membership Manager
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Aug 2018 - Jun 2020
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World Freerunning Parkour Federation
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United States
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Spectator Sports
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1 - 100 Employee
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Professional Athlete
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May 2009 - Jul 2018
Lets just say my 20s were very good to me! I had the honor of being one of the first signed athletes to the World Freerunning Parkour Federation, which allowed me the opportunities to travel the world performing and competing for companies like; Redbull, Ernst & Young, MTV, Coca-Cola, American Ninja Warrior and Cox Automotive. * Master Trainer for the only insurance backed parkour curriculum, USA Parkour. * Lead Judge for the USA Parkour National Championship 2017 * Executive Director | USA Parkour (2017-2018) Show less
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Education
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2005 - 2009
Cheyenne Mountain High School
High School Diploma, Athletic Training/Trainer
Community
