Mike Eklund joins Financial Symmetry’s team of Advisors

By: FatCat Strategies
 
 
MikebecomesAdvisor
MikebecomesAdviso
RALEIGH, N.C. - July 1, 2013 - PRLog -- Raleigh, NC – Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry.

Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal financial planning.  

His new responsibilities will include:
• Working with existing clients to help them meet short- and long-term financial goals
• Establish relationships with new clients by providing fee-only financial planning advice
• 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 CFP® 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.  “Fee-only” 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.
End
Email:***@fatcatstrategies.com Email Verified
Tags:Mike, Eklund, Financial, Symmetry
Industry:Financial planning, Financial Advising
Location:Raleigh - North Carolina - United States
Subject:Executives
Account Email Address Verified     Disclaimer     Report Abuse
FatCat Strategies, LLC PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share