Broker Check
Gregg K. Helman, CFP®, CLU®

Gregg K. Helman, CFP®, CLU®

Financial Advisor

Gregg Helman has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father. He now has over 24 years of experience in the financial services industry and is passionate about helping members of the medical community increase their financial literacy. Gregg lives in Columbia, SC with his wife and two sons.

Professional Designations

  • Certified Financial Planner™ (CFP®)
  • Chartered Life Underwriter (CLU®)

Associations and Memberships

  • National Association of Insurance and Financial Advisors (NAIFA)


  • Board of Directors - Tree of Life Congregation, Columbia, SC

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0K22861, AR Insurance License Number - 3338180. National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business.