Articles by Heather Gudac
- Heather's Profile
- Heather is our Operations Manager and Office Manager. Upon graduation from NC State University with a B.S. in Business Management, Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006. As Financial Symmetry has continued to grow, so has Heather’s role within the company. In addition to her responsibilities of assisting with portfolio administration and growth management, and overseeing the company’s internship program, Heather manages a growing operations team. Working closely with FSI’s advisors, Heather coordinates new account transitions, supervises account maintenance and guides our clients though qualified account rollovers and distributions processes. Heather also assists FSI’s primary advisors with financial planning projects by gathering and organizing data through client communications.
- Link to Heather's Full Bio
- http://www.financialsymmetry.com/our-team/heather_gudac/
Financial Symmetry, Inc. has recently promoted Heather Gudac to Operations Manager.
Upon graduation from NC State University with a B.S. in Business Management – Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006.
As [...]
With the end of the first quarter of 2010 behind us, now is a great time to review your budget.
When checking up on your budget, it is important to look over a specific amount of time for comparisons to actual expenses. Comparing expenses on a monthly basis can be a source of frustration as there [...]
We’ve recently launched a newly designed website- www.FinancialSymmetry.com. We felt that a new site was needed to showcase our services in an easy-to-navigate manner.
A few of the new features include client stories, frequently asked questions and additional details of our services.
We invite you to browse our new website and hope you find it easy to [...]
