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 all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. With demand for our services continuing to grow, he brings added capacity to our advising team, allowing us to continue the level and quality of service that we provide.
“We’re very fortunate to have Christian as FSI’s next advisor. His desire to help people along with a commitment to excellence and diligence is a perfect match for Financial Symmetry’s clients.”– Bill Ramsay, President Financial Symmetry Inc.
Earning the CFP® certificate allows Christian to provide individuals and families with services related to their unique financial and personal goals. With this achievement, Christian has been promoted to a primary advisor with Financial Symmetry.
“Christian has provided our clients with excellent service as a Senior Client Service Associate. He has a deep understanding of our financial planning process and enjoys building lasting relationships with our clients. Christian’s expertise in cash flow planning has championed the evolution of our client’s experience on our Client Center platform. His dedication to collaboration and service has prepared him well for an Advisor role. Financial Symmetry is excited to have Christian serving our clients in a new capacity. We are extremely proud of the achievements he has reached so far, and we are excited to see what the future holds for Christian as an Advisor on our team!” – Heather Gudac, COO, Partner Financial Symmetry Inc.
The CFP® certification is a rigorous program requiring hours of coursework and examinations. It requires each candidate to have three years of professional experience in the financial services industry, and for 30 hours of continuing education every two years to maintain the credential. Christian completed all seven courses required for the education portion of the certification process through the College for Financial Planning and completed his CFP® certification exam in November 2021.
Financial Symmetry requires all advisors to become CFP® certified as part of its commitment to provide unbiased financial advice to clients. The CFP® Board’s thorough process provides a strong foundation of theoretical and practical knowledge, which Financial Symmetry advisors use daily to provide services and advice that are in the client’s best interests.
