top of page

I HELP FAMILIES KEEP AND GROW THEIR

WEALTH

AND I'M GLAD YOU'RE HERE

About

ABOUT ME

Hi. I’m Jeffrey A. Forrest, a “Financial Advisor” in San Luis Obispo, California, and 17 years ago something really bad happened.

​

I lost 38 million dollars of my client’s money, and what I’m going to share with you here could keep you from losing all of your hard-earned money as well.

​

First of all, let’s talk about the term “Financial Advisor." I don’t like it. And here’s why... 

​

​

IMG_9883.jpeg
Tree Pattern

What Jeff's clients have to say:

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."

Our
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.

bottom of page