Financial Symmetry


Chad Smith, CFP®

Chad is a Partner and Certified Financial Planner™ Professional with more than 20 years of experience in the financial services industry. Located in Raleigh, North Carolina, he specializes in helping employees and executives of technology companies in the triangle like SAS, Red Hat, Lenovo and Cisco make the best decisions with their corporate benefit programs. He also enjoys helping those close to retirement with the unique tax savings strategies available to them.

Financial Symmetry

When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage.

In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later.

By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more.

If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, subscribe to the show and learn more at