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Foster Ullmann CWS®

Foster Ullmann CWS®

Financial Advisor, President

(979) 485-5454

foster@fundamentaladvice.com

Foster Ullmann serves as President of Fundamental Wealth Advisors and brings almost three decades of experience as a financial advisor to FWA. He attributes his success in practice to the simple concept of treating others the way he would like to be treated. During this time, Foster has learned that serving someone as a financial advisor requires a strong foundation of trust and commitment, and he knows that these are essential to the success of any working relationship.

After graduating from Texas A&M University in1985 with a BBA in Management, Foster went on to gain the Series 7 and 63 securities licenses along with a general life and health insurance license. He has studied financial and retirement planning and completed his designation as a Certified Wealth Strategist®. As a CWS®, Foster works with his clients in navigating the 13 wealth management issues that many clients may face, helping them to understand the relationship between these issues and developing a strategy that addresses their personal needs.

Leading out of the belief that everyone should have access to wise financial advice and that the central concepts of wealth management should be available to everyone, Foster and his long-time partner in practice, Nan, have worked diligently to thoroughly accommodate each client regardless of account size. This philosophy has led many of these clients to develop significant long-term relationships with the firm.

Throughout his career, Foster’s leadership has extended into the broader community of Bryan- College Station. He is active in The Rotary Club of Aggieland and, for the second time in 20 years, is serving as its president. In addition, Foster is a member of the Bryan-College Station Chamber of Commerce, a graduate of Leadership Brazos, an officer of the Brazos County A&M Club, the chairman of the Brazos Valley Rehab Center, and on the board of directors of Twin City Mission.

Foster is married to Marcy and together they delight in spending time with their daughter, Rachel, their son, Ryan, and his wife, Meghan. Throughout their years as parents, Foster and Marcy have enjoyed watching Ryan and Rachel play baseball and softball. An avid outdoorsman, Foster hunts and fishes for pleasure, and in the years to come, he hopes to spend more time playing golf. Together Marcy and Foster serve their church, Bethel Lutheran Church in Bryan, and pursue meaningful relationships with the many friends that also worship there.