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Mary
Rae Fouts, EA, CFP®
Mary Rae Fouts, EA, CFP® has been a
member of the financial services community since 1988. She brings impeccable professional credentials and twenty-two
years of extensive financial services experience to her clients. Mary has Expert Witness and Advisory Services
experience throughout the United States. Twenty-Two Years of Extensive Financial Services Experience
Impeccable Professional
Credentials Through Fouts Financial Group, Mary provides a group of Expert Witness and
Advisory Services addressing client concerns involving life insurance, annuity contracts, pension plans, welfare
benefit plans, VEBA plans, financial planning, elder financial abuse, tax, and commercial insurance matters. These
concerns often involve technical and complex subject matter. Mary has accomplished analytical skills;
she has earned the prestige of being one of less than fifty Life and Disability Insurance Analysts licensed by the California
Department of Insurance. A licensed Life and Disability Insurance Analyst can interpret the rights of any party
to an annuity, disability insurance, or life insurance contract; provide advice on matters concerning such contracts; and
charge a fee for such services. Mary is a fully-licensed Life Agent, holding both Life Agent - Life-Only Agent,
and Life Agent - Accident and Health Agent insurance licenses. Mary also holds the Fire and Casualty Broker-Agent
insurance license. As a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent, Mary has met
the rigorous certification and licensing requirements established by the Certified Financial Planner Board of Standards, Inc.
and the United States Department of the Treasury. Mary formerly held Series 7, Series 6, and Series 63 Securities
Licenses. To learn about Mary's professional credentials, please visit Mary's Credentials.
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Mary is a graduate of the University of
Nebraska-Lincoln, with a major in Economics and minors in Mathematics, Spanish, English, and History. Mary founded
Fouts Financial Group in 1999. From 1988 to 1999, Mary held marketing, technical, and administrative positions
with large, multi-line insurance companies.
Professional Contributions:
Volunteer and Pro Bono Activities Mary provides volunteer services to the Internal Revenue Service, serving
as a Focus Group Participant. Mary has also provided volunteer services to the Certified Financial Planner Board
of Standards, Inc., serving as an Examination Content Specialist and an Examination Question Reviewer for the Council on Examinations,
and as a Disciplinary Hearings Volunteer Member for the Disciplinary and Ethics Commission. Mary provides pro bono
services to qualifying individuals affected by catastrophic events involving insurance, financial, and tax matters. Personal
Interests and Leisure Activities
Mary is an avid long distance runner. She
collects Disney memorabilia and is particularly fond of the loveable donkey Eeyore. Mary enjoys collecting wine,
cooking and baking, gardening, birdwatching, and exploring California on motorcycle excursions. Mary is also an avid reader. A fan of many literary genres, she particularly
enjoys novels about American history from the Pre-Revolutionary War era through the Civil War and Reconstruction periods. Mary
and her husband Jim reside in Pleasant Hill, California with their faithful canine companion Titus.
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For More Information
This page summarizes Mary's professional background; detailed
information is contained in her Curriculum Vitae. To request Mary's Curriculum Vitae, please contact Mary
at (925) 979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.
Fouts Financial Group . Mary Rae Fouts, EA, CFP® . 1547
Palos Verdes Mall #407 . Walnut Creek, California 94597
Telephone (925) 979-9972 . Facsimile
(925) 979-9970 . mary@foutsfinancialgroup.com . CA Insurance License 0C24544
© 2003-2010 Mary Rae Fouts, EA, CFP®. All rights reserved.
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