As a Certified Financial Coach and Investment Broker, Catrina Alexis Foster is committed to providing superior quality financial advice and wealth management solutions that enhance her clients’ quality of life. She offers a bouquet of personalized financial plans that suit each individual’s unique needs and goals, eliminating the guesswork out of wealth management.
Upon retiring from the U.S. Department of Treasury at 31, she earned her Series 6 and Series 63 and returned to Saint Leo University to pursue a Bachelor’s in Liberal Studies; where she attained an Associate’s in Liberal Arts from Saint Leo University. An expert in her industry, Catrina wields a profound understanding of financial planning and management knowledge that she leverages to help clients take advantage of the excellent investment opportunities. She has 15 years combined experience in banking, customer service and public service that instilled in her a set of core values that she embraces in life, being honest, sincere and compassionate when serving people is how Catrina approaches any client
With proven tools and strategies, she guides, mentors, empowers and provides powerful insights that enable people to take control of their financial status and chart new territories towards financial wellness. She helps clients understand their money habits, debunks financial myths that hinder them from financial success and skillfully guides them to forge ahead to achieve financial stability. Additionally, she helps individuals and businesses to diversify and grow their assets portfolio and create seamless retirement and succession planning strategies to protect their wealth.
Catrina surrounds herself with a network of professionals, including insurance agents, estate planners and CPAs, to formulate and implement transformative solutions that help clients reach their financial objectives. She is passionate about empowering people to operate in their fullness and seeing the world find sustainable solutions that continue to close the gaps that divide us. Cognizant that many dreams are deferred or deterred by lack of finances, she is on a mission to train people to be intentional in their finances and accomplish their dream.
Catrina will empower you to define your financial goals, gain clarity of your financial plan and identify gaps and put your plan into action. As your accountability partner, she offers practical solutions to get you closer to your financial dream. She looks forward to walking with you every step of your journey to achieving financial wellbeing!