Back to Search Favorites List

Grayson Blazek (CFP®)

Grayson Blazek focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Financial Symmetry, we offer complete financial planning advice to individuals and families, for every phase of life. A financial plan is built around identifying, prioritizing and planning for each of your financial goals. Through our financial planning process we are able to help clients navigate through their financial life with confidence and in the most efficient manner. While every client situation is unique, focus will be on items such as maximizing your tax efficiency by determining the most efficient savings/withdrawal strategies, setting cash flow targets, planning for retirement, and determining an appropriate investment strategy given your capacity and tolerance for risk.

My goal as a financial planner is to work together with you to develop a plan that fits your individual needs and establishing the implementation processes that will allow you to accomplish all of your financial goals.

Additional Information

I grew up in Wilmington, NC where I developed a love for the ocean, and the activities that come with it. My wife Lauren and I met at NC State and have since made our home in Durham, NC. Our free time is often spent heading to the beach, enjoying the numerous parks the Triangle has to offer, going for walks on the American Tobacco Trail, cheering on our alma mater at basketball games, and rooting for the Chicago Cubs.

NAPFA Start Date

March 30, 2017

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.
Submit
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.

Submit

This Office

5438 Wade Park Blvd, Suite 310 Raleigh, NC 27607 Phone: (919) 851-8200 Fax: 888-494-7878
View
Visit Website