Symbio Financial Partners

03/02/2026

02/17/2026

Shari Miller has once again earned national recognition, being named a Forbes Best-In-State Top Women Wealth Advisor for 2026!

This honor, awarded by Forbes in collaboration with SHOOK Research, underscores her extensive expertise in wealth management. Shari is known for her strong commitment to supporting clients through every stage of their financial journey, delivering guidance that is both personalized and forward-thinking. This recognition reflects the trust she builds with clients and her ongoing dedication to helping them navigate complex financial decisions with confidence.

Congratulations to Shari on this impressive achievement and continued professional excellence!

02/14/2026

Happy Galentines Day! 💖We had a great event Love the beautiful decor and friendly service!

02/13/2026

Happy Presidents’ Day!

Did you know... Presidents’ Day is always observed on the third Monday of February, which means it can never fall on George Washington’s actual birthday of February 22nd?

We want to take this opportunity to inform you of our office hours and the upcoming holiday market schedule:

Monday, February 16th, 2026 (Presidents’ Day) – In observance of the holiday, the markets, banks, Symbio Financial Partners, and LPL Financial will all be closed.

Tuesday, February 17th, 2026 – Normal Business Hours Resume.

Thank you for your continued support and trust in Symbio Financial Partners.

As always, you are welcome to leave a voicemail at 858-551-8701 or email us at [email protected], and we will respond promptly upon our return.

01/22/2026

Excited for our Symbio Financial Partners Annual Business Meeting Today

01/15/2026

Happy Martin Luther King Jr. Day!

Did you know... Martin Luther King Jr. Day became a federal holiday in 1986, and it is the only federal holiday designated as a National Day of Service, encouraging volunteerism and community involvement across the country.

We want to take this opportunity to inform you of our office hours and the upcoming holiday market schedule:

Monday, January 19th, 2026 (Martin Luther King Jr. Day) – In observance of the holiday, the markets, banks, Symbio Financial Partners, and LPL Financial will all be closed.
Tuesday, January 20th, 2026 – Normal Business Hours Resume.

Thank you for your continued support and trust in Symbio Financial Partners.
As always, you are welcome to leave a voicemail at 858-551-8701 or email us at [email protected], and we will respond promptly upon our return.

12/22/2025

Happy New Year!

Did you know... the very first Times Square New Year’s Eve ball drop took place in 1907, and the original ball was made of iron, wood, and one hundred 25-watt light bulbs? Today’s version weighs nearly six tons and is covered in over 2,600 Waterford crystal triangles

We want to take this opportunity to inform you of our office hours and the upcoming holiday market schedule:

• Wednesday, December 31st, 2025 (New Year’s Eve) – Symbio Financial Partners will close early at 10:00 AM PST / 1:00 PM EST (Stock Market also closes at 10:00 AM PST / 1:00 PM EST)
• Thursday, January 1st, 2026 (New Year’s Day) – In observance of the holiday, the markets, banks, Symbio Financial Partners, and LPL Financial will all be closed.
• Friday, January 2nd, 2026 – Symbio Financial Partners will observe an early office close at 1:00 PM PST / 4:00 PM EST

Thank you for your continued support and trust in Symbio Financial Partners. Wishing you and your family a safe and joyful New Year!

As always, you are welcome to leave a voicemail at 858-551-8701 or email us at [email protected], and we will respond promptly upon our return.

12/19/2025

Happy Holidays! Did you know... Snowflakes can form in more than 30 distinct crystalline shapes, and no two snowflakes are ever exactly alike due to tiny atmospheric changes during their formation!

We want to take this opportunity to inform you of our office hours and the upcoming holiday market schedule:

• Wednesday, December 24th, 2025 – Symbio Financial Partners will close early at 10:00 AM PST / 1:00 PM EST
• Thursday, December 25th, 2025 (Christmas Day) – In observance of the holiday, the markets, banks, Symbio Financial Partners, and LPL Financial will all be closed
• Friday, December 26th, 2025 – Symbio Financial Partners will observe an early office close at 1:00 PM PST / 4:00 PM EST

Thank you for your continued support and trust in Symbio Financial Partners. Wishing you and your family a wonderful Holiday Season!

As always, you are welcome to leave a voicemail at 858-551-8701 or email us at [email protected], and we will respond promptly upon our return.

11/21/2025

I suggested a Symbio Financial Partners La Jolla Thanksgiving potluck and WOW, the team really came through! I’m thankful that everyone pitched in to make it beautiful, tasty and memorable.

11/21/2025

Happy Thanksgiving!

Did you know... the first Macy’s Thanksgiving Day Parade in 1924 featured real animals from the Central Park Zoo instead of the famous balloons we see today? The beloved giant character balloons didn’t debut until 1927.

We want to take this opportunity to inform you of our office hours and the upcoming holiday market schedule:

• Wednesday, November 26th, 2025 – Symbio Financial Partners will close early at 2:00 PM PST / 5:00 PM EST
• Thursday, November 27th, 2025 (Thanksgiving Day) – In observance of the holiday, the markets, banks, Symbio Financial Partners, LPL Financial, will all be closed.
• Friday, November 28th, 2025 – Symbio Financial Partners and Stock Market will close at 10:00 AM PST / 1:00 PM EST

Thank you for your continued support and trust in Symbio Financial Partners. Wishing you and your family a wonderful Thanksgiving holiday!

As always, you are welcome to leave a voicemail at 858-551-8701 or email us at [email protected], and we will respond promptly upon our return.

11/11/2025

Happy Veterans Day!

Today, we pause in gratitude to recognize the dedication, courage, and service of the men and women who have worn our nation’s uniform. Their commitment continues to protect and strengthen the freedoms we enjoy every day.

Did you know... There are more than 18 million U.S. military veterans living today, representing generations of service across every branch of the Armed Forces? Approximately 6 million served in the Army, 4 million in the Navy, 3 million in the Air Force, and about 2 million in the Marine Corps.

With respect and appreciation,

Your Symbio Financial Partners Team

10/15/2025

In Seattle at the LPL Women’s Achieve Conference. Love learning impactful ideas that help my clients and my team!