Enhance Today | Enrich Tomorrow
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…
Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry. Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal financial planning. His new responsibilities will include: Working with existing…
Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Gudac states, “I am proud to join the firm as a partner and look forward to contributing to our high-level…
Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist. Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting. Shortly thereafter, Grace joined Financial Symmetry,…
Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist. Cameron joins the firm after participating in FSI’s financial planning internship program in the spring of 2010. He recently graduated from…
Financial Symmetry, Inc. has recently promoted Heather Gudac to Operations Manager. Upon graduation from NC State University with a B.S. in Business Management – Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008….
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…
