I truly love what I do! Making a meaningful difference in my clients' lives drives how and why I serve others. This enthusiasm is rooted in my family history. Much of my early finance, and philanthropic, education came from my grandparents. They taught me the importance of sticking to a long-term principled approach. They showed how to be modest and focus on doing more for others than for themselves. These lessons guide me in business and life!
With that in mind, I help individuals manage their investments and finances so they can live life fully and leave a legacy, if they choose. I am passionate about tax efficient investing, simplifying retirement planning and guiding families through the estate consideration process.
As your financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I'll help to determine the most appropriate financial strategy for whatever stage of life you are in and beyond.
Outside of my practice, I enjoy spending time with my wife and two daughters. I'm an avid mountain biker, hiker and beach volleyballer. Additionally, you can find me working out regularly at 1000 steps in Laguna Beach. I serve the community as a member of Placentia Rotary and contribute to various non-profits around Orange County.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
- Active Lifestyle
- Community Outreach
- Health & Nutrition
- Spending Time with Family
Phone NumberNate Forrest at (714) 572-9006
|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|
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