2018 Best Private Wealth Manager
Client Service - Firms Under $5 Billion

- Private Asset Management Magazine

Allison Geiger, CFP®

Allison Geiger, CFP®

Allison Geiger, a CERTIFIED FINANCIAL PLANNER™ professional, is an award-winning financial planner* and serves as a Partner in the firm and as the head of the Dallas Office at Heritage Financial Planning.

Earlier in her career, Allison served as an international tax consultant at PricewaterhouseCoopers, a global accounting firm, preparing expatriate and foreign national tax returns.  Prior to launching the Dallas Office for Heritage Financial Planning, Allison served as the senior financial planner with the second largest NAPFA fee-only wealth management firm in the Metroplex, having worked her way up through the ranks over the past decade with that firm.

Allison has been a fixture in the fee-only community and has even headed up the communications efforts for the local fee-only planner community.  Allison has a Bachelor of Business Administration in Marketing and a Minor in Spanish from Texas A & M University and is also a graduate of the Financial Planning Program at SMU. 

Allison and her family reside in the Dallas/Fort Worth area and are active in community organizations in the area.  Allison enjoys spending time with her husband, son and two young daughters. When she’s not spending time with her family, Allison is an avid runner and, during the fall, enjoys cheering on her Texas A&M Aggies football team.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

*Allison has received awards from D Magazine and Texas Monthly 5 Star Professional. D Magazine Award recipients are chosen through peer vote, followed by validation by the D Magazine review board. Texas Monthly “Five Star Wealth Managers” award winners are chosen through a process of secret nomination and due diligence by Five Star Professional.