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
- 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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