Cyndee Foscue

I found my way to a financial planning career because I personally needed a financial plan. I had a financial advisor, but he did not look at my whole picture. He was interested in my assets and how he should invest them. He never asked about my retirement, my estate, or my insurance needs. He did not take the time to explain anything. I knew it should be different. I decided to attend the Certified Financial Planning program at UCLA. I saw what an advisor should be. I finished the program and earned my CFP®.

I have a passion for empowering individuals to achieve financial wellness and security. I help them navigate complex financial situations with confidence and clarity. With a caring and empathetic approach, I am dedicated to building strong relationships with clients, understanding their unique needs and aspirations, and developing personalized financial strategies to help them achieve financial success and peace of mind.

Whether you are planning for retirement, navigating a divorce, or seeking to build wealth for the future, I am committed to serving as a trusted partner on your financial journey.

As a Ramsey SmartVestor Pro I will help you follow the principles of Dave Ramsey, focusing on providing sound financial advice and guidance that aligns with your long-term goals and values.

Degrees and Professional Certifications

• BA in Biology from Florida State University
• Certificate in Financial Planning from UCLA
• Certified Financial Planner™, CFP®
• Certified Divorce Financial Analyst, CDFA®
• Dave Ramsey SmartVestor Pro

My life outside of Work

I enjoy the outdoors; I am an avid swimmer and in 2019 I swam the Maui Channel Swim. I like to hike the Santa Monica Mountains, ski, and snowboard. I love spending time with my four young grandchildren. I volunteer weekly at the Westminster Free Client, a place for free healthcare for those in need.

 

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Osaic Wealth and are not sponsored or endorsed by Osaic Wealth.