Haley Modlin

CFP®

Haley is a Certified Financial Planner™ who enjoys helping women and families navigate their financial lives through different life stages. She’s passionate about the relationships she builds with clients while serving as a financial coach and working together to create comprehensive financial plans. Now a partner at Financial Symmetry, Haley has been with the company since 2014 and held many different roles during her career here. As a fiduciary advisor, she puts the clients’ interests first to give unbiased recommendations. She is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Originally from Greenville, NC, she now calls Raleigh home. She graduated from North Carolina State University, studying Business Administration with a focus on Finance and a minor in International Studies. During her time at NC State, she studied abroad in Italy, where she fell in love with traveling and now sets out to visit somewhere new every year.

Outside of the office, Haley likes to spend her time outdoors with her husband, Blake, their son, and their Goldendoodle, Sugar. Most of their weekends are filled with hiking or exploring Raleigh. She also enjoys reading, visiting local coffee shops around Raleigh, and baking for her friends and family. Haley and her husband attend Hope Community Church where they volunteer through many different opportunities.

Haley Modlin's pet

Sugar

Master high five giver.

EDUCATION

North Carolina State University, B.A. in Business Administration (Finance) with a minor in International Studies.

Authored Content

Take Charge of your Finances

The Differences Between an HSA and an FSA

Take Charge of your Finances

Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes

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