The CFP® professional designation is granted to those individuals who complete a strict curriculum covering core courses in investment planning, insurance planning, estate planning, tax planning, retirement planning, educations planning, ethics, and the financial planning process. Along with passing the exam, candidates must have three years industry experience to use the CFP® designation. This achievement is awarded by the Certified Financial Planner Board of Standards in Washington, D.C
Andrew began his career in financial services after graduating with a Business degree from Furman University, and has since earned his CFP® designation. Prior to joining the Foster Victor team, …
Katie Sanders is a Wealth Coach at Foster Victor Wealth Advisors. A graduate of The University of Alabama, she had a background in public relations and marketing prior to switching …
McCreight King graduated with a Marketing degree from Clemson in 2005 and then began his career in financial services. Prior to joining Foster Victor Wealth Advisors, McCreight was the Regional …
A Wealth Coach with Foster Victor, Jenny graduated from Clemson University’s CFP®-registered program and majored in Financial Management. Jenny enjoys building relationships with both new & existing clients and seeing …
As a Wealth Coach, Garrett works with new and existing clients to build long term relationships while analyzing and executing their financial plans. Garrett graduated with a degree in Marketing …
As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and …
Erik is a Wealth Coach for our team, and he specializes in working with clients to develop income distribution strategies to maximize their retirement goals. He is a Certified Financial …
As a Wealth Coach, Rand brings over a decade of experience to the conversation around our clients’ financial planning process. He obtained the Certified Financial Planner™ designation in 2012, and …
As a Principal at Foster Victor Wealth Advisors, Rob is committed to providing a premier wealth management experience by developing enduring relationships with the firm’s clients. Rob is a seasoned …
As one of the founding members of the Foster Victor team, Paul Foster is committed to helping families and small business owners succeed with both financial and legacy planning. He …