Mike Eklund

Mike Eklund

CFP®, CRPC, MBA

Mike is a Financial Advisor who helps clients achieve financial independence, develop a plan for retirement and build, manage, and preserve wealth.

  • About Mike
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Planner at Financial Symmetry
Address
1511 Sunday Drive, Suite 300
Raleigh NC, 27607
Phone
(919) 674-3724
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About Mike

Mike Eklund is a Fee-Only Financial Planner that helps individuals and families make smart financial decisions.

Mike is a financial planner and partner with Financial Symmetry, Inc., in Raleigh, NC. As an experienced financial planner, Mike enjoys helping people simplify their complicated financial life and create a road map to financial Independence. He provides unbiased and honest advice as a fiduciary. No conflicts of interest.

Mike 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 yo...

Education

  • Bachelor of Science, Finance, University of Illinois @ Urbana/Champaign
  • MBA, Finance and Management & Strategy, Kellogg School of Management
  • Certificate in Financial Planning, Financial Planning, Boston Unversity

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Business Owners
People near retirement
Executives

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.