Christian Aurelio Polanco
Investment adviser representative at Financial Symmetry Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Financial Symmetry Inc.Jan 2022 to now
- Financial Symmetry Inc.Jan 2019 to Dec 2021
- Wells Fargo BankJul 2015 to Dec 2018
- Virginia Polytechnic Institute and State UniversityAug 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Financial Symmetry Inc.
Legal name: Financial Symmetry Incorporated
$1.5BAssets managed
873Clients
16Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7030745
- Firm CRD
- 118443