Financial Symmetry, Inc., announces its newest advisor, Mike Eklund, CRPCÂ®, to it's team. He will begin advising clients and working with them to help meet short- and long-term financial goals.
Online PR News – 02-July-2013 – Raleigh, NC – Mike Eklund, CRPCÂ®, will begin advising clients of Financial Symmetry.
Mike joined Financial Symmetryâ€™s team in September of 2012 after making a career transition from the banking industry to personal financial planning.
His new responsibilities will include:
â€˘ Working with existing clients to help them meet short- and long-term financial goals
â€˘ Establish relationships with new clients by providing fee-only financial planning advice
â€˘ Analyze and maintain FSI research models for our economic and investment outlook
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 University.
Mike passed the CFPÂ® exam in March 2011 and after completing 3 years of full-time work experience, he will fulfill the final component of the certification process.
For more information about Mike and what he does for Financial Symmetry, you can find him on our Meet the Team page: www.financialsymmetry.com/our-team/mike-eklund/
About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. â€śFee-onlyâ€ť means that they neither sell products nor receive commissions, being paid solely by their clients. This allows them to offer their clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.