Allison Berger, CFP®

Allison fills a primary advisor role in the Financial Symmetry team.

After completing her degree at NCSU, she worked in an assisting advisory position while studying through the CFP coursework.  She enjoys building personalized strategies to meet the unique needs of each client and providing guidance through the changes that life brings.

In addition to working with clients, Allison is also passionate about financial education, volunteering with NAPFA’s “Your Money Bus” campaign and speaking to local college students about the benefits of investing early and often. Allison is an active member of NAPFA, the Financial Planning Association and FPA's Nexgen, and she has been quoted in Investment News.

Allison grew up in Charlotte, NC before attending NC State University.  She now enjoys the benefits of living close to her alma mater. She and her husband Jason are active members of NC State’s Wolfpack club and enjoy attending football games and staying connected to the University.  Her other interests include health and fitness, traveling, and soccer. A lifelong soccer player, Allison continues to play in Triangle adult leagues and participate in tournaments a few times a year. Recently she has also taken up golf.

aberger@financialsymmetry.com
919-851-8200 ext. 201