Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Darian helps us do just that by recently meeting all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. With demand for our services continuing to grow, especially in these uncertain times, she brings added capacity to our advising team, allowing us to continue the level and quality of service that we provide.
“Darian’s intelligence, knowledge and diligence inspires confidence in every FSI team member and the clients she has assisted. We and our clients are very fortunate she chose to become the newest FSI advisor.” – Bill Ramsay, President Financial Symmetry Inc.
Earning the CFP® certificate allows Darian to provide individuals and families with services related to their unique financial and personal goals. With this achievement, Darian has been promoted to a primary advisor with Financial Symmetry. She becomes the seventh employee that has started their career with us an intern, who is now a CFP® professional and Financial Advisor. Darian also becomes the fourth woman to join our Advising team.
“Darian has provided our clients with excellent service as a Senior Client Service Associate. She has been a direct point of contact for our financial planning and full-service clients, helping them through every step of the financial planning process. Her dedication to collaboration and service has prepared her well for an Advisor role. Financial Symmetry is excited to have her serving our clients in a new capacity. We are extremely proud of the achievements she has reached so far at Financial Symmetry and we are excited to see what the future holds for her as an Advisor on our team.” – Heather Gudac, Operations Manager, Partner Financial Symmetry Inc.
The CFP® certification is a rigorous program requiring hours of coursework and examinations. It requires each candidate to have three years of professional experience in the financial services industry, and for 30 hours of continuing education every two years to maintain the credential. Darian completed all seven courses required for the education portion of the certification process through the College for Financial Planning and completed her CFP® certification exam in April 2020.
Financial Symmetry requires all advisors to become CFP® certified as part of its commitment to provide unbiased financial advice to clients. The CFP® Board’s thorough process provides a strong foundation of theoretical and practical knowledge, which Financial Symmetry advisors use daily to provide services and advice that are in the client’s best interests.