portrait of Nate Forrest
FINANCIAL ADVISOR
Serving clients with $500,000
CallSend Me a Message

About Nate

My team follows an established process that begins by taking time to fully understand my clients' unique story, purpose, and aspirations. We work closely with our clients, their CPA, attorney and other professionals to help determine the most appropriate financial strategy for short and long-term objectives.

Our process addresses five key areas:
- Investing that aligns with your risk, goals and asset opportunities
- Understanding tax mitigation and income strategies
- Wealth protection strategies
- Estate and legacy considerations
- Charitable impact, if desired

I earned the Certified Private Wealth Advisor® certification from the Investments & Wealth Institute, with coursework provided by Yale University, as well as...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Corporate Executives

Work History

  • Edward JonesSeptember 2007 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State UniversityBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Health & Nutrition
  • Community Outreach
  • Spending Time with Family
  • Traveling

Team Members

  • Tamra Serrano
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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