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 understanding of our processes covering all areas of our wealth management service, from portfolio performance reporting through complex financial planning.
Haley was our first intern to employee in a dedicated Client Service Associate role to complete the CFP® coursework. Her expertise in her prior roles has helped shape our new employee training and development efforts. “Haley’s passion for getting to know clients and colleagues on a personal level embodies each of our core values. It has been a joy to watch Haley’s career journey so far, and I’m excited to see what the next chapter has to offer her as a shareholder!” – Heather Gudac, COO
“We are very happy to have Haley join our Financial Symmetry shareholder team. She is yet another shareholder who is committed to maintaining quality service to our clients and the workplace environment for our team that was named in Investment News’ 2022 Best Places to work.” – Bill Ramsay, CFP® President Financial Symmetry Inc.
Haley is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and member of the both National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She received her Bachelor of Science in Business Administration with a focus on Finance and minor in International Studies from North Carolina State University. Haley has been a primary Advisor with FSI since January 2020.
“I am honored to join a driven group of shareholders who are passionate about our company and the value we provide to our clients. I am excited to further my contributions to our mission and see what the future holds for this team and for FSI!” – Haley Modlin, CFP®
