portrait of Cira Forbes

About Cira

If you've found yourself on my page, there's a good chance you're someone who's seen significant success in their career. You might be someone who is self-made and has become successful through their own unwavering efforts. I also bet your ultimate why is building generational wealth for your family that will far outlast your time on this earth. Which is why you keep going and going… and going.

I know all this because that's precisely who I am. Isn't it every parent's dream to be able to provide for their family even after they're gone, while also being around to...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Sustainable investing

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Marys College of CaliforniaMaster of Business Admin

Team Members

  • Odeta Kapatayes
    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

Additional Hours

  • Web Conferencing

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