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This profile was last updated on 7/30/10 and contains information from public web pages and contributions from the ZoomInfo community.
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Jan Dahlin Geiger

Wrong Jan Dahlin Geiger?

Cfp

Longview Wealth Management
1100 Johnson Ferry Road Suite 320
Atlanta , Georgia 30342
United States

Company Description: Founded in 1978, LongView Wealth Management is a fee-based personal wealth management firm bringing over 35 years of extensive knowledge and experience to the...   more
Background

Employment History

  • Officer
    the United States Navy

Board Memberships and Affiliations

Education

  • MBA , finance and accounting with honors
    Georgia State University
65 Total References
Web References
Money Management: Why You Need an Emergency Fund - Quicken® Personal Finance Tips
quicken.intuit.com, 30 July 2010 [cached]
You need an emergency fund the most when you're just starting out or living paycheck to paycheck, says Jan Dahlin Geiger, a certified financial planner with LongView Wealth Management in Atlanta, Georgia. An unforeseen event could devastate your finances and force you to borrow money. You won't get ahead financially if you're in debt, Geiger says.
The conventional wisdom is to have enough set aside to cover three to six months of living expenses. That doesn't mean you have to stash that much cash at once. Nor does it mean you have to have a big salary to have enough to spare for an emergency fund. Saving is a function of discipline, not income, Geiger says.
...
If you use a credit card for an emergency, Geiger says, "what you're saying is you want to tread water financially.
...
The only people who should be relying on a home equity line of credit are those whose only debt is their mortgage and who will be disciplined enough to pay off the line of credit as quickly as possible, Geiger says.
Testimonials
www.onthecourtcoaching.net, 3 July 2012 [cached]
Jan Dahlin Geiger, CFP, MBA Longview Wealth Management
...
With more than 27 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 Planning 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.
Jan's professional experience includes 16 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 for 3-1/2 years, serving as an Assistant Aide to a four-star Admiral. Â
Her education background includes an MBA in finance and accounting with honors from Georgia State University (1981) and a degree in psychology with honors from Washington University in St. Louis (1971). She earned her Certified Financial Planner's designation in 1988.
Jan Dahlin Geiger, CFP®, ...
www.ditchingdebtseminar.com, 11 Sept 2008 [cached]
Jan Dahlin Geiger, CFP®, MBA
Jan Dahlin Geiger, CFP®, MBA
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 PLANNERâ„¢ practitioners in the industry today.From the Wall Street Journal to MSN Money, 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 is available on Amazon.
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.Her 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 PLANNERâ„¢ designation in 1988.
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.
In addition to the Wall Street Journal and MSN Money, Jan has been quoted by USA Today, The Readers Digest, SmartMoney Magazine, MSNBC, Yahoo! Finance, Money Magazine, the Atlanta Journal Constitution, and many others.She is the money expert on WCTV's "Living Life with Style" show.She also leads seminars on financial planning basics, investment planning, retirement planning, raising moneysmart kids, as well as Get Your Assets in Gear!She has served on the Atlanta Boards of Directors of the Financial Planning Association (FPA) and the National Association of Women Business Owners (NAWBO), and is a member of the Christian Financial Professionals Network and the Red Hat Society
Jan and her husband, Jerry, live in Atlanta.They have two sons, Blake, a recent graduate of the University of Georgia, and Brett, a Lieutenant in the United States Navy.Jan is also an aerobics buff and weightlifter, and is studying Spanish.Jan and Jerry are avid cyclists and ride together on a tandem bicycle.The Geigers are active members of Buckhead Church/Northpoint and work with several ministries.Jan directs her personal pursuits much as she does her professional interests, with a great sense of humor and an appreciation of the kind of life good financial planning provides.
Prowin:: Professional Women's Information Network: Featured Member
www.prowin.com, 8 Feb 2004 [cached]
Jan Dahlin Geiger, CFP , MBA
Financial Network Corporation
With more than 27 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 PlannerÔ 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.
Jan's professional experience includes 16 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 for 3-1/2 years, serving as an Assistant Aide to a four-star Admiral.Her education background includes an MBA in finance and accounting with honors from Georgia State University (1981) and a degree in psychology with honors from Washington University in St. Louis (1971).She earned her Certified Financial PlannerÔ designation in 1988.
Jan's practice focuses on closely-held business owners, high-income professionals, and single, divorced, or widowed women.Services include fee-based investment management and personal financial planning.She also works with closely held businesses with 401(k) plans and other employee benefit programs.
In addition to the Wall Street Journal and NPR, Jan has been interviewed by Money Magazine, the Atlanta Journal Constitution, Financial Advisor Magazine, Financial Planning Magazine, Advising Boomers, the Chronicles of Higher Education, Ivanhoe Television, and WATC-TV.She leads seminars on financial planning basics for young adults, raising moneysmart kids, as well as "Show Me the Money" and "Introduction to Investments."She is on the Boards of Directors of the Financial Planning Association (FPA) and the National Association of Women Business Owners (NAWBO), and is a member of the Christian Financial Professionals Network and the Red Hat Society.She takes a keen interest in advancing opportunities for women and has been instrumental in empowering others to achieve extraordinary results in all areas of their lives.
Jan and her husband, Jerry, live in Atlanta.They have two sons, Blake, a junior at the University of Georgia, and Brett, an Ensign in the United States Navy.Jan is also an aerobics buff and weightlifter, plays bridge and is studying Spanish.Jan and Jerry are avid cyclists and ride together on a tandem bicycle.The Geigers are active members of Buckhead Church/Northpoint and work with several ministries.Jan directs her personal pursuits much as she does her professional interests, with a great sense of humor and an appreciation of the kind of life good financial planning produces..
You need an emergency fund the ...
www.kiplinger.com, 28 May 2008 [cached]
You need an emergency fund the most when you're just starting out or living paycheck to paycheck, says Jan Dahlin Geiger, a certified financial planner with LongView Wealth Management in Atlanta.An unforeseen event could devastate your finances and force you to borrow money.You won't get ahead financially if you're in debt, Geiger says.
The conventional wisdom is to have enough set aside to cover three- to six-months' worth of living expenses.That doesn't mean you have to stash that much cash at once.Nor does it mean you have to have a big salary to have enough to spare for an emergency fund.Saving is a function of discipline, not income, Geiger says.
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