Allen Freeman Location

Bluffton, SC, US

Allen Freeman Work

  • 1999 - 2007 Senior Financial Planner @ Wealth Advisory Firm

Allen Freeman Education

  • College for Financial Planning

    CFP (Financial Planning)

    2001 - 2003
  • Georgia State University - J. Mack Robinson College of Business

    Bachelor of Business Administration - BBA (Finance, General)

    1986 - 1989
  • Institute for Divorce Financial Analysts

    CDFA (Divorce Planning)

    2018
  • Certification for Long-Term Care

    2018

Allen Freeman Skills

  • Estate Planning
  • Financial Advisory
  • Financial Planners
  • Retirement Income Strategies
  • Retirement Planning
  • Financial Planning
  • Wealth Management Services
  • Investments
  • Finance
  • Process Improvement

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 Lifepath Advisors, Freeman Wealth Advisors and Wealth Advisory Firm. Allen Freeman holds a 2001 - 2003 CFP in 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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