Allison M. Berger, CFP^®

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.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Women's Finances