- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Michael Eklund is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Mike enjoys helping clients achieve financial independence as a Primary Advisor. He left a successful career in the banking industry for financial planning as he realized his true passion is helping others. He is firm believer to be successful in life you must do what you enjoy.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has the Chartered Retirement Planning Counselor designation (CRPC®). Mike received his Bachelor of Science in Finance from the University of Illinois and MBA from Kellogg School of Management at Northwestern University.
IMG_8117In addition, he is an active member of the National Association of Personal Financial Advisors (NAPFA), a NerdWallet website contributor, and has been quoted in various industry publications.
Originally from Minnesota, Mike has spent time living in the midwest and northeast and enjoys working with clients who have relocated to the Triangle area. Prior to joining Financial Symmetry he worked in the banking industry for American Capital in New York and GE Capital in Chicago. This valuable knowledge of the financial markets is instrumental in helping people succeed in meeting their own financial goals.
Mike and his wife, Kerri, have four children (Kaitlyn, Alyssa, Lauren and Tyler) and a golden retriever named Cody. They live in Cary and are actively involved in their community and local schools.
In his free time Mike enjoys spending time with his family, helping coach his kids’ sports teams, Y Guide events, landscaping, staying active (golf, hockey, triathlons and GoRuck) and a committed member of his church.