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Cayla Dee Porter

President Message

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.

Bio

Cayla Dee is a traveling Financial Professional who splits her time between Texas and California. Although she is primarily based in Texas, she holds her Life, Accident and Health license in multiple states throughout the United States. Her financial focus is on Indexed Strategies that help protect your wealth. When it comes to retirement planning, she will guide you towards proper and strategic asset distributions that allow you to transition into retirement stress free and prepared. She also helps navigate you through proper budgeting, and saving techniques to help be prepared for the financial plans you have ahead. Being an educator at heart, she strives to increase financial literacy and investment knowledge to help others make powerful and informed decisions for their future. "I strive to encourage my generation and our future generations to start building wealth early, protecting their assets, and spreading financial awareness. Building financially independent individuals who can retire early and enjoy a lifestyle tailored to their aspirations and goals is a focus of mine". Away from work Cayla Dee enjoys spending quality time with her nieces in Texas as well as exploring the culinary world by cooking in different countries and trying new cuisines. She also spends time outdoors exploring the mountains and beaches of California.

Professional Experiences

Languages

English

Groups / Clubs

Area of Expertise

Retirement planning

Estate Planning

Business Succession Planning

Tax-Free Retirement Planning

Professional Licenses

Life, Accident, and Health

Certifications

Certified Financial Fudiciary

Education

University of California, Santa Barbara

Instructor Events

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