Grayson Blazek has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of Blazek’s career at Financial Symmetry, as it allows him to provide individuals and businesses with services related to their financial and personal goals. With this achievement, Grayson has been promoted to a primary advisor with Financial Symmetry.
The CFP® certification is a rigorous program requiring hours of coursework and examinations. Blazek completed all seven courses required for the education portion of the certification process through the College for Financial Planning, and completed his CFP® certification exam in July 2016.
The certification also requires each candidate to have three years of professional experience in the financial services industry. Blazek fulfilled this requirement by joining Financial Symmetry full time in 2014, after graduating from NC State University in 2013 with a degree in Business Administration.
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.
“Grayson has excelled with Financial Symmetry since joining us as an intern. His dedication to data management while finding ways to improve the quality of information we present to our clients has definitely prepared him for his new role within our team. Financial Symmetry is excited to have him serving our clients in a new capacity,” says Operations Manager Heather Gudac. “With Grayson, we were impressed from the very beginning with his drive and his ability to understand the issues that our clients face every day. We’re all proud of the work he has so far at Financial Symmetry, and are excited to see what he will do in his new role as a Certified Financial Planner™.”
To retain his CFP® designation, Grayson will have to complete 30 hours of continuing education and renew his credential every 2 years.
About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. “Fee-only” means that they neither sell products nor receive commissions, being paid solely by their clients. This allows them to offer their clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.