Events

Top 5 Takeaways from the 2015 NAPFA Fall Conference

11/16/2015

As Certified Financial Planners, an important part of our job is keeping our skills current through continuing education. Through membership with NAPFA we commit additional hours to education to keep…

Financial Symmetry Family Day

08/17/2015

Allison Berger

On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their…

FSI Client named as a 2015 Triangle Business Journal’s 40 under 40 award Winner

06/19/2015

Will Holt

Zeke Bridges is the Assistant Dean of Administration at Campbell University Law School. Triangle Business Journal honored Zeke by naming him as one of the top 40 professionals under the…

Financial Symmetry is a Proud Sponsor of Highcroft Hurricanes Swim Team

06/12/2015

Mike Eklund

Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The…

FSI Tees Up for Golden on the Green

09/19/2014

Angela Keeley-White

For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. This tournament, which has been an annual…

FSI’s 4th Annual Client Appreciation Night was Biggest Yet!

06/19/2014

Heather Gudac

On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as…

FSI sponsors O’Berry Center Annual Golf Tournament

11/11/2013

Angela Keeley-White

2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st…

FSI brings their A-game to the 2013 Golden on the Green

08/28/2013

Bill Ramsay

For the past eight years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an…

FSI’s 3rd Annual Client Appreciation Night is a hit!

05/13/2013

Heather Gudac

On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as…