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Advisor Overview
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With more than 29 years of experience in the financial services business and an impressive record of personal and professional achievements, Jan Dahlin Geiger has established herself as one of the leading Certified Financial Planner practitioners in the industry today. From the Wall Street Journal to National Public Radio, financial journalists seek out her insights - she brings not only an uncommon depth of understanding to investment strategy, but also a refreshing common sense approach, as well as a quick wit. Her new book, Get Your Assets in Gear! Smart Money Strategies released in May, 2007 and is available on Amazon. Jan's practice focuses on closely-held business owners, high-income professionals, and single, divorced, or widowed women. Services include fee-based investment management, personal financial planning, and retirement planning.
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Experience & Disclosure
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My CRD Number:
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Firm CRD Number:
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Work Experience:
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Jan's professional experience includes 18 years in investments and financial planning and 11 years in corporate banking with several banks, including Citicorp (now part of CitiGroup) and C&S Bank (now part of BankAmerica). Prior to her career in financial services, Jan was an officer in the United States Navy, serving as an Assistant Aide to a four-star Admiral. |
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Academic Background:
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Jan's education background includes an MBA in finance and accounting from Georgia State University and a degree in psychology from Washington University in St. Louis. She earned her Certified Financial Planner designation in 1988.
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Services
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Types of Investments:
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Individual Financial Planning:
Retirement/Income Distribution Planning
Investment Portfolio Management
Strategic Asset Allocation
Manager Monitoring
Education Funding
Insurance Review and Planning
Estate Planning Wills and Trusts
Document/Beneficiary Review
Charitable Giving/ Family Education
Divorce Planning
Mortgages and Financing Strategies
Stock Options
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Qualifications
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Certifications, Accreditations and Designations:
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Certified Financial Planner, MBA |
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Number of Advisors in Office:
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12 |
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Advisor's Number of Clients:
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75 |
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Assets Managed by Advisor:
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35,000,000.00 |
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Compensation
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New Client Minimum Portfolio Size:
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250,000.00 |
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Fee:
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Based on Assets, Flat Fee |
