Enhance Today | Enrich Tomorrow
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”…
We’ve recently launched a newly designed website: www.FinancialSymmetry.com We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories frequently asked questions details of our services…
There are many similarities between financial planning and marathons. It takes commitment, discipline and follow through to complete both. Our own Allison Berger found out how challenging, but gratifying the second one could be recently. After months of training, on November…
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th,…
