What’s Financial Symmetry Reading? 2022 Year-End Book Gift Ideas
Are you still finishing up your Christmas shopping? If so, we’ve compiled a list of books our advisors read throughout the year that would make great gifts this holiday season.…
Company News
An Update on Financial Symmetry’s Partnership With 3rd Decade
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity.…
Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI…
FSI Promotes Sam Knighton to Client Service Associate
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual…
Garrick King, CFP® is Financial Symmetry’s Newest Advisor
Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…
Haley Modlin, CFP® Becomes Partner at Financial Symmetry
Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our…
2022 InvestmentNews Best Places to Work For Financial Advisers
Financial Symmetry is honored to be recognized in the 2022 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to…
Christian Polanco, CFP® is Financial Symmetry’s Newest Advisor
Financial Symmetry is thrilled to promote Christian Polanco, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…
Mike Eklund Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®
Partner and advisor, Mike Eklund, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to…
FSI Celebrates 20 Years!
Financial Symmetry is proud to celebrate 20 years of living our mission to enhance the lives of our clients and communities through empowerment, education, and guidance toward financial prosperity. To…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.