Enhance Today | Enrich Tomorrow
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach…
Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Garrick helps us do just that by recently meeting…
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…
Partner and advisor, Mike Eklund, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mike has worked at…
Financial Symmetry is proud to celebrate 20 years of living our mission to enhance the lives of our clients and communities through empowerment, education, and guidance toward financial prosperity. To celebrate we kicked off our 20th year with an employee…
Financial Symmetry is thrilled to promote Colton Tickle to Portfolio Manager. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients. Heather Gudac says “Colton’s experience as our Trader has greatly prepared…
Financial Symmetry is honored to be recognized in the 2021 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…
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. That is why we are excited to announce our partnership…
