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.
Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He has passed the Series 65 exam and is an Investment Advisor Representative with CMS Advisors. He started Ostlund Wealth Advisors in 1995. He has been married to his wife, Marie, for 30 years. They have two children who are business and finance students at the Carson Business School at WSU. They plan to join the family business after graduation. Advisory Services provided by Capital Management Services, Inc., dba “Ostlund Wealth Advisors.” Your Trusted Source for Retirement Planning and Investments Since 1987
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.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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