Events - Symmetry Financial Partners: Building Connections

An Evening at the Ballpark

Building lasting partnerships through shared experiences at Camden Yards.

2025 First Fruits Farm Event

Thank you to the OSAIC Foundation and First Fruits for giving Symmetry Financial Partners the opportunity to serve our community. We had a very productive morning, harvesting 44,000 pounds of potatoes!! This will all be out the door this week, into the hands of those who need it most. We look forward to continuing to make a positive impact together.

2025 Habitat for Humanity Event

Thank you to the OSAIC Foundation and Habitat for Humanity for allowing Symmetry Financial Partners the opportunity to serve in our community. We had a rewarding day renovating a home in MD to help prepare it for a young family. We look forward to continuing to serve our community.

2025 Osaic Wealth Odyssey Conference

What an inspiring few days in Marco Island connecting with so many financial professionals.
The insights gained from the many networking opportunities, especially the Final Night at the Tiki Beach and the W Forward Reception were so appreciated!
#osaicodyssey

Wellness Event

Symmetry Financial Partners recently participated in a holistic wellness event hosted in Maple Lawn. The event focused on how attendees could prioritize their well-being and the ripple effect on their families' well-being. Rob and Pete were honored to present on the topics of financial wellness, benefits of working with a financial planner and how long term care can fit into your wellness plan!

ConnectED 2023

Recently, Rob had the pleasure of participating in ConnectED, Osaic's annual premier educational and networking conference. Rob spent his time in Arizona this year attending focused, educational sessions and networking with other advisors. To conclude his time at ConnectED he had the opportunity to hike Echo Canyon on Camelback Mountain!

First Fruits Farm - Fall Harvest

Our team hosted a volunteer event at First Fruits Farm this October to assist with their Fall Harvest. First Fruits Farm is a nonprofit that grows and harvests its own crops and distributes them to organizations and individuals in need throughout Maryland and the Mid-Atlantic region. Our volunteer group was tasked with picking tomatoes which were grown in large greenhouses, and then bagging potatoes for distribution. We were thrilled to see the impact we could make in such a short time volunteering and hope to host another volunteer event soon!

Women's Seminar

In September we had the pleasure of hosting the Women, Money, and Power® Financial Strategies Seminar with Aimee Johnson from Allianz. Together, we held a discussion on the importance of women taking an active role in the financial planning for their households and, how having a financial strategy in place can protect their family and assets.

Zenith 2023

Please join us in congratulating Rosemarie Cohen on another year as a top producer at Woodbury Financial! Rosie and her husband, Andy, were invited to Ojai, California, to celebrate her achievement as a top producer in 2022. Highlights of the trip included unique craft projects at an artist cottage, a jeep tour of Ojai Valley ending at a local winery and connecting with other top producers at Woodbury!

Capstone Top Producer Conference

In April Rosemarie and Rob had the opportunity to attend a conference in Nashville. Both were presented with awards recognizing them as Woodbury Financial's top performing advisors in financial planning! To cap off the conference they enjoyed a unique experience - spending time in a recording studio with local artists! Congratulations Rosemarie and Rob!

Virtual Blood Drive

Since 1943 March has been designated as ‘Red Cross Month’, a month to celebrate the mission of delivering humanitarian services to those in crisis. As a valued client at Symmetry Financial Partners, you are probably aware of our motto, "Celebrate Today, Secure Tomorrow." While we aim to achieve this objective for our clients financially, we also realize that our motto applies to many other aspects of life. According to the American Red Cross, every 2 seconds someone in the U.S. needs blood. A single blood donation can save up to 3 lives! If you are able, will you pledge to give blood to help us contribute to the Red Cross’s mission? Join us in celebrating today and helping to secure someone else’s tomorrow!

Symmetry Holiday Party

In December we gathered to celebrate the spirit of the holidays as a team! We had dinner at Ranazul, a local tapas restaurant with a sleek lounge vibe. We enjoyed reminiscing with each other about 2022 and are looking forward to a prosperous 2023 with our clients!