Posts Tagged ‘CFP®’

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will!
The following is Will’s recent letter to our clients announcing his achievement.

When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting and taxation [...]

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For more information on Financial Symmetry and how we work with clients, visit us at www.FinancialSymmetry.com
Twitter Updates from Chad Smith, CFP®