Allison M. Berger,  CFP<sup>&reg;</sup> - Financial Advisor

Allison M. Berger, CFP®

Financial Symmetry, Inc.

5438 Wade Park Blvd, Suite 310
Raleigh, NC 27607
(919) 851-8200 CONNECT WITH Allison
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Allison Berger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Symmetry, Inc. in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

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,, 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.


Financial Advisor Experience

Allison utilizes her 10+ years of experience with Financial Symmetry in her role as a Primary Advisor. She enjoys working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

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


Helpful Financial Planning Resources