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. Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Greg J. Allen, Principal National and Principal Life Senior Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Clear Path Financial is not an affiliate of any company of the Principal Financial Group®. Clear Path Financial is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
View Top Employees from Clear Path FinancialWebsite | http://www.clearpathfinancial.com/ |
Revenue | $3 million |
Employees | 1 (1 on RocketReach) |
Address | 109f Regency Commons Dr, Greer, South Carolina 29650, US |
Phone | (864) 655-7745 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
Competitors | Boston Retirement Group, PINNACLE WEALTH ADVISORS, LLC, The Charles Andersen Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Clear Path Financial annual revenue was $3 million in 2024.
1 people are employed at Clear Path Financial.
Clear Path Financial is based in Greer, South Carolina.
The NAICS codes for Clear Path Financial are [523, 52].
The SIC codes for Clear Path Financial are [62, 628].