Erik Geiser (CFP®, MBA)

Erik Geiser focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

Sales professionals in the Pharmaceutical and Medical Supplies industries Please visit my website at https://geiserwealthplanning.com/

Additional Information

Erik has over 30 years of experience in the financial services industry with 15 years specifically focused on helping individuals meet their financial goals. Erik earned a Bachelor’s degree in Business from Wake Forest University, Master of Business Administration (MBA) from the University of Louisville and is a CERTIFIED FINANCIAL PLANNER™ Professional.

NAPFA Start Date

February 23, 2024

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This Office

189 Ellerslie Park Blvd Lexington, KY 40515 Phone: (502) 572-7443