Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla Email and Phone Number
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla work email
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Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla personal email
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla phone numbers
I'm a Partner and Certified Financial Planner™ with over 20 years’ experience in the financial services industry. I specialize in helping business owners, high wage earners and executives build and preserve wealth, develop an efficient tax strategy, and plan for life’s milestones like college and retirement. Listen to my podcast or video on how I manage my own money to see if my perspective fits yours. https://www.financialsymmetry.com/how-a-financial-advisor-invests-their-money-ep-126/I'm passionate about helping individuals simplify their financial lives. Not everyone has the energy and desire to handle increasingly complex finances. Letting me do what I do best gives my clients the freedom and flexibility to focus on what they cherish most – relationships and experiences that make life meaningful. My pragmatic approach to financial advising appreciates the value of time, to my clients and their investments.Originally from Minnesota, I work with clients locally (Raleigh, NC) and across the United States.If you’re considering outsourcing your financial situation and want to set up an appointment, please contact me directly at 919-674-3724 or meklund@financialsymmetry.com.
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Financial AdvisorFinancial Symmetry Inc. Sep 2012 - PresentRaleigh, North Carolina, UsFinancial Symmetry (www.financialsymmetry.com) is an employee-owned wealth management firm offering advice to individuals, families, and small businesses. In addition to being a financial advisor at the firm, I'm also a partner. We are Fee-Only in that we don't sell products or accept commissions. As a comprehensive financial planning firm, we assist clients with all aspects of their financial lives including investment management, taxes, retirement planning, college planning, company retirement plans, insurance planning, estate planning, and budgeting.
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DirectorAmerican Capital Mar 2006 - Aug 2012American Capital was a publicly traded business development company that invests debt and/or equity in middle market companies. I was a senior member of the capital markets team responsible for coordinating all debt activities within the firm including: structuring/pricing new LBO opportunities, selling existing debt investments and managing lender relationships. -
Vice PresidentGe Capital Jun 1999 - Feb 2006Norwalk, Ct, UsHeld various positions at GE Capital in Chicago, IL including: Investment Analyst, Associate in Underwriting/Portfolio Management in Leverage Finance and Vice President in Capital Markets. Initially, focused on underwriting/portfolio management of leveraged loans for private equity sponsors. In 2003, moved into Capital Markets role where primarily responsibility was to structure and syndicate leveraged loans.
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla Skills
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla Education Details
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Northwestern UniversityFinance And Management & Strategy -
University Of Illinois Urbana-ChampaignGeneral
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Boston UniversityFinancial Planning And Services
Frequently Asked Questions about Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla
What company does Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla work for?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla works for Financial Symmetry Inc.
What is Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's role at the current company?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's current role is Financial Planner • Fee-Only • Fiduciary.
What is Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's email address?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's email address is cm****@****try.com
What is Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's direct phone number?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla's direct phone number is +191985*****
What schools did Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla attend?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla attended Northwestern University, University Of Illinois Urbana-Champaign, Boston University.
What skills is Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla known for?
Mike Eklund, Cfp®, Cpwa®, Crpc®, Cfsla has skills like Leveraged Finance, College Education Planning, Lbo, Retirement Planning, Valuation, Portfolio Management, Financial Modeling, Capital Markets, Investments, Business Development, Communication, Equities.
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