Good Planning Equals a Higher Probability of Success

Diligence and integrity are among our core values, both in personal financial planning and for our business. In keeping with those values, we build contingency plans to ensure we maintain our independent business model and stability in client service through…

We’re Here For You

Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included below During this uncertain time, we want you to know…

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…

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