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 security.

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

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®

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 Clinic, a place for free healthcare for those in need.