Allen Freeman Email & Phone Number
Managing Partner @ Lifepath Advisors
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Allen Freeman Location
- Bluffton, SC, US
Allen Freeman Work
- 2014 -now Managing Partner @
- 2008 -2022 Managing Partner @
- 2021 -2024 Senior Financial Advisor @ Freeman Wealth Advisors
- 1999 -2007 Senior Financial Planner @ Wealth Advisory Firm
Allen Freeman Education
- College for Financial Planning
CFP (CFP, Financial Planning)
2001-2003 - Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration - BBA (Bachelor of Business Administration - BBA, Finance, General)
1986-1989 - Institute for Divorce Financial Analysts
(CDFA, Divorce Planning)
2018 - Certification for Long-Term Care
(CLTC)
2018
Allen Freeman Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Investments
- Finance
- Process Improvement
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Marketing
- Wealth
- Small Business
- Management
- Personal Finance
- Insurance Planning
- Retirement
- Investment Management
Allen Freeman Summary
- Allen Freeman, based in Bluffton, SC, US, is currently a Managing Partner at Lifepath Advisors. Allen Freeman brings experience from previous roles at Eight4Three Wealth Management, LLC, Freeman Wealth Advisors and Wealth Advisory Firm. Allen Freeman holds a 2001 - 2003 CFP in CFP, Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Retirement Income Strategies, Retirement Planning and more. Allen Freeman has 1 emails and 1 mobile phone numbers on RocketReach.
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