Herb Geiss is a Financial Planner and tax professional with over 10 years 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. Herb obtained his CERTIFIED FINANCIAL PLANNER^TM certification in 2009 having completed his course work at Fairleigh Dickinson University and having successfully passed the Certified Financial Planning Board of Standards examination.
 
Herb has been with Shapiro financial Security Group for 8 years, having joined joined our organization in 2004. Previously, Herb had 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 National Association of Tax Professionals.