Broker Check
Greg Current

Greg Current 
In his long and varied career, Greg Current prepared himself to help individual clients and business owner clients secure their financial futures. In establishing his credentials for this endeavor, he earned his stripes as a Certified Exit Planner and a Retirement Income Certified Professional. Since 2007, Greg has been associated with Consolidated Planning, Inc.(CPI), as a Financial Advisor, prior to which he bolstered his knowledge as Senior Account Manager with a leading staffing and executive search firm. He also managed  several businesses in the textile industry where he counselled and marketed to business owners and managers. Greg brings over 30 years of experience with working with business owners to his practice.
Greg works intimately with individual clients to safely and powerfully manage their financial lives. His goal -- help them find winning solutions -- using a "holistic planning tool" entitled The Living Balance Sheet. Similarly, Greg guides business owners in planning when and how to exit their companies -- to realize maximum benefits from their lifetime's investment. He also works directly with Group Insurance providers and a number of 401(k) providers to help develop group plans, 401(k) plans and executive benefits geared toward corporate clients. 
A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), and Financial Representative of Guardian Life Insurance Company of America, Greg is a UNC-Chapel Hill graduate with a B.S. in Business Administration. He has 2 children and lives in Greensboro, NC. Greg enjoys hiking, bicycle riding, golf, traveling and spending time with his family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian