Thanks for being here

Hi. I’m Jeffrey A. Forrest, a ‘Financial Advisor’ in San Luis Obispo, California, and in 2007 I lost 38 million dollars. Overnight.

It was the worst day of my life. When I heard the news, I almost took my own life, but the voice of my 2-year-old granddaughter rang in my ears… “Don’t do it Gpop, we need you.”

I created this website with corresponding videos and articles to shed light on what really happened, remove any confusion that a simple google search of ‘Jeffrey Forrest Financial Advisor’ may yield, regain my ability to walk tall on this planet and continue helping families keep and grow their wealth — my life’s mission.

Why should my story matter to you?

Because the hard lessons I learned can keep YOU from losing all of your hard-earned money too. But first, let’s talk about the term ‘Financial Advisor.’ I don’t like it. And here’s why…

The Hall Family

“I began seeing Jeff 20 years ago when he was highly recommended by a friend. At the time, retirement was far from my thoughts, but Jeff got me started off right down the path. After starting a family years later, my wife and I have set up our retirement plans, and our estate plan and we now meet with Jeff and his team regularly to determine what changes to make. We’ve also set up our kids to achieve financial freedom at a young age. Aside from his impeccable wisdom, Jeff is the most positive, high-energy, and caring individual we have ever known. It is evident that he truly cares about his clients and their well-being. We feel very fortunate to know him and always enjoy our time together. His energy is contagious and you will leave his office feeling secure with your plan."

Locations

Our Headquarters is located in San Luis Obispo, CA. Our Second Headquarters is located in Boulder, CO and is run by Jeff's Business Partner and daughter, Summer Forrest. Summer and Jeff also work closely with Estate Planning Attorneys (EPAs) in Oklahoma, Texas, and New Jersey and are quickly expanding into more states with EPAs as the demand for true holistic planning is high and rare. Summer and Jeff teach their EPAs how to protect their clients' families and preserve their clients' wealth beyond what Estate Planning alone can do.