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
Allison Geiger
Managing Director
Heritage Financial Planning
United States, Texas, Dallas
About Me
Profile Information
Managing Director
Heritage Financial Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
Apr 24, 2025
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