Enhance Today | Enrich Tomorrow
Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves. The game was spectacular–ending in a walk-off home run followed by what many describe as the best…
Cameron Hendricks has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Hendricks to provide individuals and businesses with services related to their financial and…
Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become Financial Symmetry’s newest business partner. It is exciting to be…
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not sent me a notification. Interestingly enough I will also celebrate…
As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014 was a whirlwind for me. If you’ve attended our annual…
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to check out. Also see the links below to follow us…
Financial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013. He recently graduated from NC State University with a B.S….
Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few local financial planners asked to give some general tips on…
Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry. She grew up in Raleigh, NC, and graduated from North Carolina State University in…
