Colleen Geiss, CFP®

Time is a valuable asset. Colleen believes it’s crucial to invest her time in understanding a client’s current financial standing and crafting a plan to achieve future goals.

From establishing emergency funds to growing wealth during working years, Colleen stresses the importance of building a strong financial foundation. She empowers her client through financial education, providing the tools necessary to help her clients feel confident, comfortable and prepared to achieve their aspirations.

Taking Emotion Out of Money

Every stage of life comes with its own emotional energy and financial impact. Colleen’s calming presence and thoughtful process are fundamental to creating rational plans for where her clients are in life.

Her completion of the highly accelerated CERTIFIED FINANCIAL PLANNER® certification from Temple University informs recommendations that are steady, practical and easy to understand.

Proper Planning Prevents Poor Performance

Colleen’s dedication to understanding her clients’ situation and goals translates into a thorough plan for the life her clients want to live.

After all, actionable advice comes from accurate information. Colleen’s nurturing communication skills ease any intimidation clients might feel, allowing them to open up and talk about their situation without judgement.

Outside the Office

Colleen is a Mountaineer from West Virginia University, where she graduated Summa Cum Laude. She served as her sorority’s President, Chi Omega. She gives back to her community as a member of Soroptimist International, a women’s organization devoted to providing resources to promote education and social empowerment.

Colleen enjoys traveling to new places, trying new recipes, and spending time outside running, hiking or playing with her dog, Franklin.