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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 and NC. 

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 that I enjoy supporting. I am also a proud member of Toastmasters International, 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.  Click here to schedule a meeting

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Customer Relationship Summary