Financial Symmetry News & Views

Archive for ‘Company News’

Elderly fraud continues to be a major obstacle for today’s senior citizens.  This is why we feel it’s essential to do our best to spread awareness about this topic and provide tips of how to avoid these scams in the future.  One of our partners, Chad Smith, CFP®, recently spoke, for the second time, to [...]

Chad Smith, CFP® was recently quoted on wsj.com. In the article, “Financial Advisers Look Local,” Shelly Banjo profiled several ways Financial Symmetry was reaching out to clients in the Triangle. Some of these initiatives included working with charitable organizations, educating younger couples, and providing information on the company’s blog.

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The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.

Allison Berger, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).

Chad Smith, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).