Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist. Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting. Shortly thereafter, Grace joined Financial Symmetry, Inc. (FSI) full-time. She began her career with the firm as a financial intern in [...]
Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist. Cameron joins the firm after participating in FSI’s financial planning internship program in the spring of 2010. He recently graduated from NC State University with a B.S. in Business Administration, Finance, with a minor in Accounting. [...]
On Thursday, August 4th, the team at Financial Symmetry hosted The First Annual Client Appreciation Night. Dozens of clients enjoyed a night of burgers, beer and baseball as the Durham Bulls took on the Lehigh Valley Iron Pigs. Although the Bulls didn’t fair so well (they ended up losing 3-5), Bill, Chad, Allison, Will, Heather [...]
Financial Symmetry, Inc. has recently promoted Heather Gudac to Operations Manager. Upon graduation from NC State University with a B.S. in Business Management – Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006. [...]
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
In response to the many fears and uncertainties that arose during the recent economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus” tour. On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]
We’ve recently launched a newly designed website- www.FinancialSymmetry.com. We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories, frequently asked questions and additional details of our services. We invite you to browse our new website and hope you find it [...]
On November 1st, 2009 Allison Berger completed the Rex Healthcare Half Marathon in Raleigh, NC. She finished with a time of about 2:05:20. Although the course was hillier than her training runs she still beat her goal of running 10 minute miles. This was the first distance running event that Allison has participated in and [...]
After 10 years in the same location, we’ve outgrown our space. We have moved to a new building next door to our old one. As we settle in, we may be slow to respond to voice mail or email messages. Our new address is: 1511 Sunday Drive Suite 120 Raleigh, NC 27607 Thank you for [...]
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th, 2009 issue. Bill also participated in the Triangle Busniess Journal’s rountables on August 23, 2007 [...]
We’ve created a few documents that may assist you in sorting and gathering your financial data.
