Allison Geiger, CFP®
Partner, Managing Director

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Allison is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in the financial services industry. She provides comprehensive financial planning services to individuals and families, helping clients navigate the complexities of wealth management through a personalized, relationship-driven approach. Allison began her career as an international tax consultant with PricewaterhouseCoopers, where she specialized in preparing expatriate and foreign national tax returns. She previously led Heritage Financial Planning as a Partner, which joined Beacon Pointe Advisors in 2025. Prior to Heritage Financial Planning, Allison was a senior financial planner at one of the largest NAPFA fee-only wealth management firms in the Dallas-Fort Worth Metroplex, where she advanced through multiple roles over a decade of service. Allison holds a Bachelor of Business Administration in Marketing with a minor in Spanish from Texas A&M University and is a graduate of the Financial Planning Program at Southern Methodist University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Allison enjoys running, cheering on her Texas A&M Aggies during football season, and spending time with her husband, son, and two daughters. She and her family are also active members of the Dallas-Fort Worth community.