Greg Allen

Financial Planner at Clear Path Financial - Greer, SC, US

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Location
Greenville, South Carolina, United States
Company
Clear Path Financial
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Clear Path Financial logo, Clear Path Financial contact details

Clear Path Financial

Greer, SC, US • 10 - 19 Employees
Financial Services

I am Greg Allen, founder of Clear Path Financial. It is my personal goal to become a lifetime resource for each and every client, providing guidance and sound financial planning strategies for your current and future needs. With almost 20 years of experience in securities and insurance, I make it my mission to help families and business owners build their financial freedom. I am a native of South Carolina, and my specialty is the Southeast market, where I am licensed for insurance and securities products in SC, NC, GA, and AL. I have also earned additional accreditation as a Retirement Income Certified Professional (RICP®) and a Life Underwriter Training Council Fellow (LUTCF®)I am blessed with two fantastic sons and a wonderful church community which I enjoy supporting. I am also a proud member of Toastmasters International, a non-profit leadership and public speaking educational organization. I am here to assist you in any way I can. Please reach out and let's get started today on building your financial future.

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