WARSAW — Kaleigh Stoddard of SYM Financial Advisors recently earned the Certified Financial Planner designation and SYM Financial Advisors welcomed Sydney Cale to the team.
Kaleigh Stoddard CFP®, Financial Paraplanner with SYM Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner™ and CFP® certification marks in accordance with board certification and renewal requirements.
Stoddard joined SYM in March of 2012 to serve the financial needs of corporate executives, healthcare professionals, retirees, and business owners as a Financial Paraplanner. Stoddard is a 2012 graduate of Northwood University in Midland, MI.
SYM Financial Advisors is pleased to welcome Sydney Cale as Financial Paraplanner. A Fort Wayne-area native, Cale recently returned from Denver, CO where she worked as a financial consultant. She joined SYM in April.
In 2013, Cale received an undergraduate degree with highest honors in Business Management from Indiana University Fort Wayne, and an MBA in 2015.
SYM Financial Advisors is one of the Midwest’s largest independent, fee-only, fiduciary wealth management firms with $2 billion in assets under management. Headquartered in Winona Lake, Indiana with offices in Fort Wayne, Indianapolis and South Bend, Indiana and Midland, Michigan, SYM Financial serves corporate executives, private business owners, healthcare professionals, families and not-for-profit organizations. SYM delivers unique, goal-based portfolio management solutions and also provides a low-cost and completely transparent, investor focused 401(k) solution.