Enhance Today | Enrich Tomorrow
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI as a Wealth Management Intern in 2019 and moved into…
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach…
Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Garrick helps us do just that by recently meeting…
Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our process improvements for cash flow planning. She has a deep…
Financial Symmetry is honored to be recognized in the 2022 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well-being, but also to the culture of positivity and…
Financial Symmetry is thrilled to promote Christian Polanco, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Christian helps us do just that by recently meeting…
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If you have a taxable brokerage account or made IRA withdrawals…
Diligence and integrity are among our core values, both in personal financial planning and for our business. In keeping with those values, we build contingency plans to ensure we maintain our independent business model and stability in client service through…
Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Darian helps us do just that by recently meeting…
Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included below During this uncertain time, we want you to know…
