Here’s a video of our third quarter 2025 Market Update, where we discuss the following topics:
Colton is one of our new Client Service Associates. He joined us as an intern in August 2016 and recently graduated from North Carolina State University. Colton assists our team with overall client services and operational support with a focus on trading and asset movement. He is also a new, direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
Mike Eklund is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has an MBA in Finance and the Chartered Retirement Planning Counselor designation. He is an active member of NAPFA, is the co-host of Financial Symmetry’s podcast, and has been quoted in various industry publications.
Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.
