Herb Geiss is a Financial Planner and tax professional with several years experience in providing tax advice, preparation and planning for clients to help them achieve their financial goals.  He holds a BS in Engineering from Lafayette College and an MBA in Finance from New York University.  Currently he is a candidate for his CFP^® having completed his course work at Fairleigh Dickinson University and having successfully passed the Certified Financial Planning Board of Standards examination.

Herb has recently joined our organization after a career in the telecommunications industry where he had extensive experience in Product/Project Management, Market Research, and corporate financial management.

Herb is a member of the Financial Planning Association, and is serving on the Career Development Committee for the New Jersey chapter.