Mary Dee Foft brings over 25 years of financial industry experience to her position as a AIF® (Accredited Investment Fiduciary) with Mary Dee Foft & Associates. She has helped clients develop strategies to maximize their retirement income and to use Charitable Giving strategies that are tax advantaged. She enjoys consulting with her clients using financial plans that help them discover their unique goals, their true Philanthropic intent and then which of their most valued charities they wish to support. Before beginning her career as a Financial Advisor, she worked as a field staff member with CRU (formerly Campus Crusade for Christ), leading studies in the US and then in Eastern Europe. She also directed fund raising efforts for major donors. Because of cross-cultural experience she can understand clients from different cultures and how their values can motivate them in achieving financial independence for their families.
She lives in Tustin California and is an active member of Trinity Presbyterian Church and is on the board of The Ohio State University Alumni Club of Orange County. She also is on the Board of AIP (Advisors in Philanthropy) of Orange County. She has obtained a B.S. in Education from The Ohio State University and a M. A. in Biblical Studies from the International Graduate School of Theology.
She holds FINRA Series 7 and 66 and a California State Insurance License. She is a Certified Kingdom Advisor with Kingdom Advisors.