Allowing someone into the world of your finances can be deeply personal, and it's important to partner with someone with a wealth of practical knowledge, personal experience and passion for helping others achieve their financial goals to be your trusted financial advisor.

Our relationship starts with an initial strategy meeting where I learn what is important to you and what your financial goals are. I then take that information and, using my established process, build a personalized strategy designed to help achieve those goals. Once the strategy is implemented, I maintain regular contact with clients and make recommended changes as life changes. My degree in economics, MBA, professional licenses and work experience allow me to look at a client's entire financial picture and provide solid recommendations and customized advice.

We work with clients throughout the country including:
- Serious, long-term individual investors
- High-net-worth families with complex financial needs
- Technology/IS executives, directors and leaders
- Professionals such as doctors, accountants and engineers

Our team includes an outstanding branch office administrator, Janell Bird. She is dedicated to providing the highest level of personalized service. Our dedication and experience allow us to positively impact our clients throughout their lives and their legacies.

I believe in giving back to the community I serve. I am active in both the Louisville and Superior Chambers, regularly participate in fundraising drives for local non-profits and donate to those in need.

Outside of the office, I love spending time with my family (husband, Chris, kids, Bella (17), Alex (15), Sammy (6) and Gabby (4)) and friends. I'm both a soccer and baseball mom and our weekends are filled with games.

My purpose is to help my family and clients thrive and succeed in achieving their dreams because I get to live my dream every day.

Cira Villalpando-Forbes
Financial Advisor
[email protected]

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • College Savings
  • Wealth Strategies
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
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

Branch Team

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