Allison Berger, CFP®
Allison utilizes her 10+ years of experience with Financial Symmetry working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings. 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 working with clients, Allison is also passionate about financial education and empowering women in finance. To further financial education she has volunteered with NAPFA’s “Your Money Bus” campaign, hosted webinars for employer sponsored plans to encourage savings, and spoken to local college students about the benefits of investing early and often. She is also a frequent contributor to the NAPFA and Kiplinger “Maximize Your Money” events and is a WIN (Women’s Initiative) Advocate for the CFP® Board, working to attract more women to the financial planning profession and CFP® certification.
Allison is an active member of NAPFA and the Financial Planning Association. She has been quoted and featured in articles on WSJ.com, Grandparents.com, NAPFA Advisor Magazine, and Investment News.
Allison grew up in Charlotte, NC before attending NC State University. After completing her degree at NCSU, she worked in an assisting advisory position while studying through the CFP® coursework.
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 “Mini Kickers” classes on Saturday mornings.
919-851-8200 ext. 201