Allison Berger Joins the NAPFA South Region Board
Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA. Her role…
Company News
Sam Knighton Joins Financial Symmetry
Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical…
Team Work Makes the Dream Work
Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years. The majority of Financial Symmetry’s employees began their careers with…
Our 9th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the…
FSI promotes Angela Keeley-White to Client Service Manager
As our firm continues to grow both in the number of clients we serve and the level of service we provide, the need for dedicated client service management has become…
Employee Spotlight: Christian Polanco
Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Employee Spotlight: Garrick King
Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Employee Spotlight: Catherine Tillery
Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies…
Grace Kvantas, CFP® becomes Partner at Financial Symmetry
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of…
FSI Sponsors 25th O’Berry Center Annual Golf Tournament
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by…
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.