Cyndee Foscue

Cyndee Foscue

Investment Advisor Representative

Phone: 805-484-1011 x109
E-mail:
 

I graduated from Florida State University with a degree in biology. I was a flight Attendant until I took time off to raise a family. Once my boys were out of the house I went to work at Advanced Lubrication Technology, Inc. heading up their Customer Service and Sales Team. My passion has always been finance so I continued my education at UCLA and I received a post graduate certificate in Financial Planning.

Every business and person has unique needs and goals. I feel it is important to listen to my clients and keep their best interest in mind. I work closely with my clients to develop a personalized comprehensive financial plan that meets their specific needs.

It is important to me that my clients understand there are different paths to financial independence. We face many hurdles and forks in the road to retirement. I want to help them feel empowered to make those different decisions and educate them so that they understand the impact their decisions will have on their financial future.

I am a Level 2 voluntary tax preparer for the IRS; I prepare the taxes for the elderly and low-income citizens. This gives me great personal fulfillment in seeing how something so simple can make a profound effect on their life.

My interests outside of work include hiking, skiing and snowboarding our beautiful mountains, biking, swimming, yoga, Zumba and Pilates.