Enhance Today | Enrich Tomorrow
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…
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…
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…
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…
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…
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…
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® 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…
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…
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…
