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Financial Symmetry
Raleigh, NC

Mike Eklund

CFP®, CRPC®, MBA
Your Partner to Financial Independence
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Meet Mike

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How We Are Different - Mike Eklund
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Why I Became An Advisor - Mike Eklund
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The Client Experience - Mike Eklund
Video Transcripts

As a CERTIFIED FINANCIAL PLANNER with over 18 years of experience in the banking and financial services industries, Mike enjoys helping people achieve financial independence and simplify their financial lives. He is a fee-only financial advisor who provides unbiased and honest advice that is always in your best interest.

Mike helps professionals, entrepreneurs and their families, save for college, plan for retirement and invest wisely through personalized financial planning strategies.…

As a CERTIFIED FINANCIAL PLANNER with over 18 years of experience in the banking and financial services industries, Mike enjoys helping people achieve financial independence and simplify their financial lives. He is a fee-only financial advisor who provides unbiased and honest advice that is always in your best interest.

Mike helps professionals, entrepreneurs and their families, save for college, plan for retirement and invest wisely through personalized financial planning strategies. In addition to being a CERTIFIED FINANCIAL PLANNER, Mike also holds the Chartered Retirement Planning Counselor (CRPC) and the College Funding and Student Loan Advisor (CFSLA) designations.

Prior to joining Financial Symmetry in 2012, Mike worked in banking in New York City and Chicago. He moved to the Raleigh-Durham area and became a financial advisor because he realized his true passion was helping people work towards financial success. Mike’s valuable knowledge of financial markets is a big part of why he works with clients across the country to help them achieve their financial goals.

Mike is always happy to share his knowledge of financial planning and does so regularly through the Financial Symmetry podcast and blog. Here are some of Mike’s most popular articles about retirement planning, college planning and investments:

Don’t Let These 10 Mistakes Ruin Your Retirement
Great Options to Save for Your Child’s College Education
Top 10 Investment Lessons Learned

Mike is an active member of the National Association of Personal Financial Advisors (NAPFA). He received a Bachelor of Science in Finance from the University of Illinois and an MBA from the Kellogg School of Management at Northwestern University.

When he’s not helping clients find financial independence, Mike enjoys spending time with his wife, their four children, and their golden retriever. In his spare time Mike coaches youth sports and stays active by playing hockey, golf and competing in triathlons. He is involved in his local Triangle Area community as well as his church.

To learn more about how Mike can help with retirement, college and investment planning, connect with him on on LinkedIn or contact him directly via email at meklund@financialsymmetry.com.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
MBA
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