Grayson Blazek

CFP®

Financial Symmetry, Inc.

Financial Advisor

Grayson Blazek

CFP®

Financial Symmetry, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Grayson Blazek, CFP®

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

Grayson Blazek is a Raleigh, NC fee-only financial planner. Financial Symmetry, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Grayson Blazek is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Grayson is looking forward to working with clients to prioritize, plan for and achieve their financial goals. He developed a passion for personal finance during his time at NC State, where he graduated with a bachelor’s degree in Finance and a minor in accounting.

Grayson started as an intern at Financial Symmetry in 2012, and joined the staff full time in 2014.

Grayson grew up in Wilmington, NC where he developed a love for the ocean and all the activities that come along with it. He and his wife Lauren have made Durham, NC their home and enjoy visiting the numerous state parks in the area to hike and enjoy the outdoors. They take advantage of having family living in Wilmington to visit the beach as often as possible.


Education

BS in Business Administration – Finance – North Carolina State University – Dec. 2013

Completed CFP certification exam in July 2016

Completed CFP certification professional education program through the College for Financial Planning – April 2016

Grayson Blazek is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only Fiduciary Financial Advisors

We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with hourly financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.

We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Grayson Blazek is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Grayson Blazek is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Grayson Blazek

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Office Locations:

  • 1511 Sunday Dr
    Ste 300
    Raleigh, NC

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