Meet The Principal
Maile S. Foster, CFP®
Ever since transitioning her management consulting practice to wealth management and financial planning in 1998, Maile has been dedicated to helping her clients find confidence in all aspects of their financial lives. She also brings a prior twenty years’ experience advising business owners in her capacity as a consultant and manager with IBM. Using science and integrated financial strategies, Maile strives to help people from all walks of life realize the benefits only thought available to an elite few before.
As a CERTIFIED FINANCIAL PLANNER™ professional, Maile has the education and experience required to earn this demanding certification, along with the requirement to always put her client’s interests ahead of her own. This includes providing financial planning services as a “fiduciary” – acting in the best interest of her financial planning clients.