Our 9th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the rain held off and we could enjoy a cool June…
FSI promotes Angela Keeley-White to Client Service Manager
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…
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…
Grace Kvantas, CFP® becomes Partner at Financial Symmetry
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of…
FSI Sponsors 25th O’Berry Center Annual Golf Tournament
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by clicking here and here). This year, Chad Smith, CFP®, Bill…
Mike Eklund Obtains Advanced College Planning Designation
The college funding process is one of the most important financial decisions a parent will make for their child. It is also an area I particularly enjoy learning about. Therefore, to improve my knowledge of the topic and provide better…
Employee Spotlight-Graham Hawes
Graham Hawes recently joined us full-time as our newest Research and Data Analyst after completing our internship program. Processing and interpreting data is at the core of our investment management. It takes someone with attention to detail and the ability…
Employee Spotlight-Colton Tickle
Colton recently joined us full-time as our newest Client Service Associate after completing our internship program. Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…
