Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Carie Gratz, MBA, is a financial advisor an insurance specialist with Davis Wealth Management Group since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently holds FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses. Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from South University in 2012.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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