Allison Berger

919-851-8200 ext. 201

As an experienced Financial Advisor and partner, Allison builds custom financial solutions to enhance today and enrich tomorrow for our Wealth Management clients.  Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.  She has extensive experience working with the retirement and employee benefits packages of local universities and companies in Research Triangle Park.

In addition to having the Certified Financial Planner® designation, Allison is specifically skilled and trained to work with clients experiencing major life transitions such as divorce, loss of a spouse, sale of a business, retirement, inheritance, or other important life events.  She earned the Certified Financial Transitionist® designation from the Sudden Money Institute in 2022.  The CeFT® is an advanced professional program that combines planning with cutting-edge research in neurology, sociology, and psychology to help clients successfully navigate both the technical and personal sides of major life transitions involving money.  The training closely follows the thought that there are two sides to money, the technical and the human side, and both are equally important.

In addition to working with clients, Allison is also passionate about financial education and empowering women in finance.  She has volunteered with many financial education initiatives including:

You will hear her as a guest contributor on the Financial Symmetry podcast, offering specialized financial planning advice for women.  She also enjoys writing blog posts that address complex financial topics in a relatable way, often infusing humor and relating financial situations to her favorite sitcoms:

Allison grew up in Charlotte, NC before attending NC State University.  She credits her parents for instilling her with a strong work ethic and modeling responsible spending habits.  She and her husband Jason have two sons, Ryan and Sebastian. Her other interests include health and fitness, traveling, and soccer. A lifelong soccer player, Allison is a “Soccer Mom” in every sense of the word, continuing to play in Triangle adult leagues and shuttling her kids to practices and games on evenings and weekends.

Unique Facts about Allison:

  • Disney Fanatic
  • Boy Band Enthusiast-particularly NKOTB
  • First job was at Chick-Fil-A
  • Not ready to move on from a minivan


About the Investopedia Methodology

The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.

  1. Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts.
  2. Community support: measured through peer nominations by industry professionals outside of their own firms.
  3. Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.

All three factors weighed heavily in the 2022 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.

You can read more by clicking here.