Garrick King (BBA, CFP®)
Garrick King focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
I started at Financial Symmetry in 2018 in a client service role. In 2022, I earned my CFP® designation and was promoted to advisor to better serve our growing firm and the financial needs of those in the Triangle area and beyond. I am a North Carolina native, born in Raleigh and raised in Clayton along with my identical twin brother. My father is originally from England and my mother can trace her roots in Franklin County back several generations. I currently reside in Sanford with my wife, MaryKate, and our pit bull mix, Lucy.
As a first-generation college graduate, I attended Campbell University where I majored in trust and wealth management and minored in financial planning. While in undergrad I worked as a student manager for the women’s basketball team and was a brother in the Phi Delta Theta fraternity. Outside of the office I enjoy golfing, reading about military history, cooking, traveling, and watching sports. I currently volunteer as a mentor for 3rd Decade, a nonprofit organization that provides free financial mentoring and education to young adults. If you have questions about managing your finances, you contact me by email at gking@financialsymmetry.com or 919-851-8200 ext 217. You can also connect with me on LinkedIn.
NAPFA Start Date
March 23, 2022