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Allison Geiger

Managing Director

Heritage Financial Planning

United States, Texas, Dallas

About Me

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

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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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