Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry.
Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal financial planning.
His new responsibilities will include:
- Working with existing clients to help them meet short- and long-term financial goals
- Establish relationships with new clients by providing fee-only financial planning advice
- Analyze and maintain FSI research models for our economic and investment outlook
Mike graduated from the University of Illinois with a B.S. in Finance and received a MBA from the Kellogg School of Management at Northwestern University.
Mike passed the CFP® exam in March 2011 and after completing the work experience requirement, he will fulfill the final component of the certification process.
For more information about Mike and what he does for Financial Symmetry, you can find him on our Meet the Team page.
