About Erik Geiser, CFP ®
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.
Erik founded Geiser Wealth Planning to help busy people with important questions and decisions they face in the financial side of their lives:
- How can I get a financial plan if I don't have "the minimum" amount of assets for a brokerage company to manage?
- Do I have the right investments in my 401(k) and other retirement accounts?
- Am I saving enough in my retirement plans and accounts?
- How can I get my finances organized?
- At what age can I realistically retire?
- What do I do with my old 401(k) plans that are still with a previous employer?
- I have a lot of financial accounts and benefits through work, (e.g., stock options, ESOPs, restricted stock, etc.). How do I make sense of them?
- Can I have a trusted partner to help me address life changes and money related questions when they come up?
Everybody should have a financial plan.
A professionally developed financial plan is a valuable tool that addresses these questions and gives you the ability to see where you are now versus where you want to be in the future.
Please visit our Video page for examples of how a plan can help you with life's most challenging money issues.
With GWP, you don't need to have "a minimum" amount of assets to have access to a financial plan.
Go to the Services & Pricing page to see which planning option may work best for you.
Check out my calendar and schedule your free initial consultation call with me.
