Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm.
Eklund states, “It is an honor and privilege to become Financial Symmetry’s newest business partner. It is exciting to be part of a growing company that puts its clients’ interests first. I hope to help build on the firm’s strong foundation.”
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has the Chartered Retirement Planning Counselor designation (CRPC®). He received his Bachelor of Science in Finance from the University of Illinois and MBA from Kellogg School of Management at Northwestern University. Mike and his wife, Kerri, have four children and live in Cary.
Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Our commitment is that our clients come first and staying employee owned allows us to avoid the inherent conflicts of interest that come with outside owners. We are happy to have Mike join our growing list of employee shareholders as it demonstrates his commitment to the Financial Symmetry philosophy and our commitment to Mike’s continued contribution to our clients.”
In addition to his responsibilities as a primary and assisting advisor, Mike places special emphasis on the firm’s investment management process. This includes market and economic research along with investment selection to implement our strategy.
Finally, Mike routinely writes on Financial Symmetry’s blog and posts on Linkedin important personal finance topics. Please connect with him here if you’d like to learn more.
