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.
Dee brings many years as a business and financial professional to assist existing and potential clients with comprehensive and holistic wealth and tax management. Being passionate about financial understanding and literacy, Dee attained her CFF designation through the National Association of Certified Financial Fiduciaries. As a CFF, Dee has a fiduciary duty to deliver unbiased advice and continuously serve the client’s best interests. As a people and numbers lover, she delights in organizing, analyzing and helping people achieve a financial roadmap for their health and security throughout all stages of life with a values-based outlook. As President of the Irvine Chapter of the American Financial Education Alliance, AFEA, you can look for her teaching classes at community colleges and libraries in Orange County of Southern California. AFEA is a non-profit organization dedicated to empowering Americans by teaching financial literacy. Professional Designations: - FINRA licenses 6 & 63 - Resident Insurance Producer for the State of California - Enrolled Agent (a federally-licensed tax practitioner) - Notary Public - Licensed with the State of California Department of Real Estate When not working, you might see Dee on her bike in the canyons and roadways of South Orange County or at an Angels game at the Anaheim Stadium.
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!
THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!