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Gregg Helman, CFP®, CLU®

Gregg Helman, CFP®, CLU®

Gregg has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father. He now has 16 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

Financial Planning Association (FPA)

National Association of Insurance and Financial Advisors (NAIFA)

MD Preferred Physician Services


Tree of Life Congregation, Columbia, SC

Committee Chair - Boy Scouts of America Troop 4

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.