Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement. When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting [...]
Company News
Allison Berger & Chad Smith Speak at NCSU Personal Finance Club
On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management. The club was created for students who are interested in careers in financial planning, who want to [...]
Avoiding Elderly Fraud
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why we feel it’s essential to do our best to spread awareness about this topic and provide tips of how to avoid these scams in the future. One of our partners, Chad Smith, CFP®, recently spoke, for the second time, to [...]
Chad Smith, CFP, Quoted in Wall Street Journal
Chad Smith, CFP® was recently quoted on wsj.com. In the article, “Financial Advisers Look Local,” Shelly Banjo profiled several ways Financial Symmetry was reaching out to clients in the Triangle.Some of these initiatives included working with charitable organizations, educating younger couples, and providing information on the company’s blog. Download pdf of article
“Your Money Clinic” Opens Doors to Public on Saturday, Sept. 19
The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.
Allison Berger, CFP, becomes NAPFA approved fee-only planner
Allison Berger, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).
Chad Smith, CFP, Joins Leading National Organization
Chad Smith, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).
