Forrest is an investment advisor and financial planner. He assists clients in thinking about and making decisions that will help them develop a financial budget, plan for education for their children, life insurance, a sustainable retirement, and estate planning. He helps clients create a clear path to their financial goals.

Forrest graduated from Claremont McKenna College in 1997 with a major in literature and earned his Master’s Degree in Education in 1999 from Claremont Graduate University, where he was honored with the Peter Lincoln Spencer Fellowship, a prize awarded to the most promising and innovative teacher of that year’s graduating class. He spent seven years of his professional life as a teacher at the elementary and middle school levels in Southern California.

While teaching, Forrest completed a two-year business professionals course and began his transition into financial services. He has found satisfaction in being able to transfer his teaching skill and ability to his role as investment advisor and financial planner. He believes Bell Investment Advisors promotes a sense of community among its employees, and he respects and admires his co-workers.  He holds a Series 65 securities license, has completed the Professional Education Program from the College of Financial Planning, and in 2011 achieved official designation as Certified Financial Planner.

In his free time, Forrest is active in supporting Super Stars Literacy, Inc., an after-school reading program in West Oakland where his wife, Rose Lynn, is a Teacher Trainer. They also volunteer their time by picking up and delivering food each week for the Lake Merritt Methodist Church pantry. He is most passionate about marriage and parenthood and the research of The Gottman Institute on both subjects.