Allison Berger, CFP®
As a Partner and Lead Financial Advisor, Allison utilizes her 14 years of experience with Financial Symmetry to build custom financial solutions, guiding our Continuous Service clients 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. She is a WIN Advocate for the CFP® Board, working to attract more women to the profession and mentoring candidates for the certification. She also volunteers with SavvyLadies, offering one on one counseling to help women achieve financial independence. You will also hear her as a guest contributor on the Financial Symmetry podcast, offering specialized financial planning advice for women. Allison is also an active member of NAPFA and the Financial Planning Association. To further financial education she is a frequent contributor to NAPFA and Kiplinger’s “Maximize your Money” Events and volunteers with Building Homes for Heroes, providing free financial guidance to wounded veterans who receive mortgage free homes. 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. She credits her parents for instilling her with a strong work ethic and modeling responsible spending habits. 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