Amanda  Foster,  CFP<sup>&reg;</sup> - Financial Advisor

Amanda Foster, CFP®

Wealth Manager

Practical Financial Solutions

2204 Whitesburg Drive, suite 305
Huntsville, AL 35801
FINANCIAL ADVISOR'S WEBSITE
(256) 602-1108

General

Amanda Foster is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Practical Financial Solutions in Huntsville, AL and the surrounding communities.

Financial Advisor Experience

My career began in 1992 upon obtaining a B.S. degree in Finance, cum laude, from the University of North Alabama. After 3 yrs. in a management training program with a consumer finance company, I went into banking where I began the licensing process for insurance and securities sales. I now have 17 years of experience in the insurance and securities industry and have worked for several large regional investment broker/dealers and a global capital markets leader.



In 2007, I obtained the Certified Financial Planner designation. This designation requires 30 hours of ethics and continuing education courses every two years. Together, the CFP(r) designation and my experience in the industry allows me to deliver a customized approach to money management and service on a individualized level. Many large firms have become very cookie cutter, where five boxes of asset allocation reign supreme. In my experience, it's rare that as we near retirement, we will all fit nicely in those asset allocation models. Without an experienced field tested financial advisor with ample experience dealing with bond desks, the unique pricing environments that occur when markets crash and a steady hand when faced with no shortage of industry noise, a less than desirable outcome often results.



My philosophy is that the financial plan should be the underpinning of the investment strategy and my role is make sure the client experiences as close as possible, plan expectation, over a mid to long term time horizon. I work in tandem with the client with regards to establishing goals and expectations and largely focus on removing obstacles to achieving those goals much like a life coach would help someone craft a personal mission statement and help them stick to it.







Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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