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…

Niamh Douglas Joins Financial Symmetry

Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our…

Allison Berger Joins the NAPFA South Region Board

Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA.  Her role is to communicate with Finance Departments and coordinate speakers at…

Sam Knighton Joins Financial Symmetry

Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical Coordinator. Sam grew up in Selden, New York where she…

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…

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