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 all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Garrick brings added capacity to our advising team with a background in trust and wealth management.
“As Financial Symmetry welcomes our 12th advisor, I find myself reflecting on the talent and commitment it requires. Garrick has lots of both and we and our clients are fortunate he chose this career path.” – Bill Ramsay, CFP® President Financial Symmetry Inc.
Earning the CFP® certificate allows Garrick to provide individuals and families with services related to their unique financial and personal goals. With this achievement, Garrick has been promoted to a primary advisor with Financial Symmetry.
“Garrick has provided our clients with stellar service as a Senior Client Service Associate. He championed improvements to our onboarding processes with diligence and objectivity. His commitment to teamwork and service has prepared him well for an Advisor role. Financial Symmetry is excited to have Garrick serving our clients in a new capacity. We are extremely proud of the achievements so far, and we are excited to see what the future holds for Garrick 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.
