Enhance Today | Enrich Tomorrow
Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our process improvements for cash flow planning. She has a deep…
Financial Symmetry is honored to be recognized in the 2022 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well-being, but also to the culture of positivity and…
Financial Symmetry is thrilled to promote Christian Polanco, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Christian helps us do just that by recently meeting…
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If you have a taxable brokerage account or made IRA withdrawals…
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…
Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Darian helps us do just that by recently meeting…
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…
Haley Modlin has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of Haley’s career at Financial Symmetry, as it allows her to…
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…
As our firm continues to grow both in the number of clients we serve and the level of service we provide, the need for dedicated client service management has become a necessity for our team. Financial Symmetry is excited to…
