Fouts Financial Group   .   Mary Rae Fouts, EA, CFP^®   
 Expert Witness and Advisory Services    

24 Years of Experience  .  Impeccable Professional Credentials

          Unbiased and Objective Professional Services

About 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-four years of extensive financial services experience to her clients.  Mary has Expert Witness and Advisory Services experience throughout the United States. Twenty-Four 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, accidental death benefit insurance, disability insurance, annuity contracts, pension plans, welfare benefit plans, tax, financial planning, elder financial abuse, and commercial insurance matters.  These concerns often involve technical and complex subject matter.  Mary's Expert Witness Services are provided for civil litigation, arbitration, criminal litigation, and administrative law matters.  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 Department of the Treasury.  Mary formerly held Series 6, Series 7, Series 63, and Series 65 Securities Licenses.  To learn about Mary's professional credentials, please visit Mary's Credentials.
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 Advisory 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.
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 to 2012 by Mary Rae Fouts; all rights reserved.  Best viewed with Internet Explorer browser.  Thanks for stopping by!