Mike Eklund joins Financial Symmetry, Inc.
Mike Eklund is the most recent addition to the Financial Symmetry team.
He joins us after making a career transition from the banking industry to
personal financial planning.
Raleigh, NC, November 15, 2012 -- Mike Eklund is the most recent addition
to the Financial Symmetry team. He joins us after making a career
transition from the banking industry to personal financial planning. He
passed the CFP exam in March 2011 and is in the process of fulfilling the
experience requirement to complete the CFP designation.
Mike graduated from the University of Illinois with a B.S. in Finance and
received a MBA from the Kellogg School of Management at Northwestern
Mike’s responsibilities include assisting the advisors in all aspects of
financial planning, data management and detailed research analysis to
best serve our clients for the long term.
Going forward, he is looking forward to benefiting FSI’s clientele in
each of FSI’s fee-only services – financial planning, investment
management and wealth management.
For more information about Mike and what he does for Financial Symmetry,
you can find him on our Meet the Team page:
About Financial Symmetry, Inc.
Financial Symmetry, Inc. provides fee-only financial planning, investment
management and wealth management services for individuals and their
families. ‘Fee-only’ means that we neither sell products nor receive
commissions, being paid solely by our clients. This allows us to offer
our clients the impartial advice necessary to make effective financial
decisions. Visit www.FinancialSymmetry.com for more information.
Raleigh NC 27607
(919) 851-8200 ext. 208