Tika Childs and Arthur Vernooij Join Financial Symmetry

Financial Symmetry is thrilled to welcome Tika Childs, Administrative Assistant, and Arthur Vernooij, Client Service Associate, to our team! Tika brings a warm presence to our office and uses her exceptional organizational skills to keep our office running smoothly.  She…

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…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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