Mike Eklund (CFP®, CRPC®, MBA)

Mike Eklund focuses in the
following client markets or areas of practice:

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

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 18 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 and Investopedia website contributor.  

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 local community, church 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

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This Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878