Alex Greer - CFP®
Financial Planning Associate
Alex is a financial planning associate at Pathfinder Wealth Consulting. In this role, he assists the firm’s advisory team by running financial plans, performing client review meetings, and ensuring client needs are met.
Born and raised in Florence, SC, Alex earned a B.S. in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University. After graduating in May 2020, Alex relocated to Raleigh to work for Keystone Financial Partners and became a CERTIFIED FINANCIAL PLANNER™ professional in May of 2022. He enjoys working in an industry where he can help individuals reach different life goals every day.
In his free time, Alex enjoys spending time with friends and family, playing golf, and catching a ball game.
Professional Certifications, Licenses, and Designations:
- CERTIFIED FINANCIAL PLANNER™ professional
- North Carolina Notary Public
- Financial Planning Association, Member