Team Work Makes the Dream Work

Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years.  The majority of Financial Symmetry’s employees began their careers with us as an intern, and several are now CFP® professionals…

Employee Spotlight: Christian Polanco

Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…

Employee Spotlight: Garrick King

Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…

Employee Spotlight: Catherine Tillery

Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Catherine also prepares our client’s…

Grace Kvantas, CFP® becomes Partner at Financial Symmetry

  Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of…

Treat Yourself

Treat Yourself

As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…