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

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


This Office

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