Mike Eklund (CFP®, CPWA®, CRPC®, MBA)
Mike Eklund focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
Planning Specialties
Mike is a CERTIFIED FINANCIAL PLANNER who specializes in helping busy professionals, executives and business owners make smart financial decisions through his retirement, tax, college and investment expertise. Mike has worked in the financial services industry for over 20 years. He enjoys helping people simplify their financial lives and create a road map to financial independence.
As a fee-only financial advisor, Mike provides unbiased and honest advice that is always in the client's best interest. The Raleigh-Durham area is where Mike calls home, but he enjoys working with clients across the United States. Mike takes his knowledge of financial markets to heart because he is a firm believer that in order to be successful in life you must do what you enjoy - and personal finance plays a part in your success.
After starting starting his career in the banking industry, Mike became a financial advisor because he realized his true passion was helping others manage money, invest wisely and find financial success. In addition to being a CERTIFIED FINANCIAL PLANNER, Mike also holds the Chartered Retirement Planning Counselor (CRPC) as well as the College Funding and Student Loan Advisor (CFSLA) designations.
Mike joined Financial Symmetry in 2012 and enjoys sharing his retirement, tax, college and investment expertise to help busy professionals and their families achieve their financial goals. Mike is a co-host of the Financial Symmetry podcast.
Mike received his Bachelor of Science in Finance from the University of Illinois and his Master of Business Administration (MBA) from the Kellogg School of Management at Northwestern University.
Additional Information
His passion for helping others extends beyond financial planning as Mike, his wife Kerri and their four children are actively involved in their kids activities, neighborhood HOA and Y Guides. When he's not spending time with his family, Mike enjoys staying active through triathlons, golfing, skiing, playing hockey and landscaping. Before relocating to the Raleigh-Durham area in 2012 Mike lived in the Midwest and Northeast.
Connect with Mike on LinkedIn to learn more about retirement, college, investment and tax planning. Contact him directly at meklund@financialsymmetry.com or 919-674-3724.
NAPFA Start Date
October 21, 2011
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.