We are committed to helping you achieve your goals from here to your hereafter
Your peace of mind awaits!
Meet The Team
Established in 1977, we're a small family owned company that's experienced, knowledgeable, caring and outcome driven. We are passionate about serving our clients in meaningful ways and would love the opportunity to work with you and your family. We look forward to connecting soon!
Jeffrey A. Forrest, Ed. S
CEO & Founder | Trusted Advisor
Early in his career, Jeff discovered that the traditional ways of servicing clients in the financial and estate planning industry were flawed. So for over four decades, he has poured his life into creating holistic and sound systems that are centered around understanding his clients’ vision, core values, family dynamics, and financial situation in order to best enhance and preserve their wealth. Now more than ever, clients want to know that their money will be safe for the remainder of their life, and this is the key driver in all of Jeff’s strategy and recommendations.
A perpetual and dedicated student of academia and life, Jeff’s wisdom is unparalleled to many. With this wisdom, and a unique blend of energy and compassion, Jeff has led thousands of individuals to experience more peace of mind, less stress, more happiness, and of course, financial abundance.
When not with clients, Jeff and his lovely bride of more than 40 years can be seen in the garden or biking or dancing along the boardwalk in Avila Beach with their fur child, Rambeau. They are also proud parents of three accomplished daughters and Gpop and Gma to five grandchildren.
California insurance license #0538686
Jeffrey A. Forrest, Ed. S
CEO & Founder | Trusted Advisor
Jeffrey A. Forrest, Ed. S
Founder | Trusted Advisor
Early in his career, Jeff discovered that the traditional ways of servicing clients in the financial and estate planning industry were flawed. So for over four decades, he has poured his life into creating holistic and sound systems that are centered around understanding his clients’ vision, core values, family dynamics, and financial situation in order to best enhance and preserve their wealth. Now more than ever, clients want to know that their money will be safe for the remainder of their life, and this is the key driver in all of Jeff’s strategy and recommendations.
A perpetual and dedicated student of academia and life, Jeff’s wisdom is unparalleled to many. With this wisdom, and a unique blend of energy and compassion, Jeff has led thousands of individuals to experience more peace of mind, less stress, more happiness, and of course, financial abundance.
When not with clients, Jeff and his lovely bride of more than 40 years can be seen in the garden or biking or dancing along the boardwalk in Avila Beach with their fur child, Rambeau. They are also proud parents of three accomplished daughters and Gpop and Gma to five grandchildren.
California insurance license #0538686
Pamela Forrest
Director of Operations & Notary
As someone who prides herself on having always balanced her checkbook to the penny and never getting a speeding ticket, Pam’s commitment and prudent attention to detail is unlike any other. A master of organization, administration, and planning, she ensures all of our T’s are crossed and I’s are dotted.
As our in-house notary, Pam ensures that all estate planning documents are completely executed, up-to-date, and in proper order. Also a mobile notary, Pam travels to hospitals, homes, and the like… whatever it takes to get the job done for our clients and their families. The end result is the greatest amount of confidence from our clients as they know their estate will pass smoothly to their loved ones.
Pam’s nurturing, warm personality and professional demeanor is a welcome breath of fresh air that we believe all clients deserve. College sweetheart to Jeff, and mother and Gma of all the offspring, including Rambeau, Pam’s heart is full. In her downtime, she loves making candles, whispering to hummingbirds, sending care packages, and even has a knack for photography. You can see her beautiful work displayed on the walls at our San Luis Obispo Headquarters.
Pamela Forrest
Director of Operations & Notary
Pamela Forrest
Director of Operations & Notary
As someone who prides herself on having always balanced her checkbook to the penny and never getting a speeding ticket, Pam’s commitment and prudent attention to detail is unlike any other. A master of organization, administration, and planning, she ensures all of our T’s are crossed and I’s are dotted.
As our in-house notary, Pam ensures that all estate planning documents are completely executed, up-to-date, and in proper order. Also a mobile notary, Pam travels to hospitals, homes, and the like… whatever it takes to get the job done for our clients and their families. The end result is the greatest amount of confidence from our clients as they know their estate will pass smoothly to their loved ones.
Pam’s nurturing, warm personality and professional demeanor is a welcome breath of fresh air that we believe all clients deserve. College sweetheart to Jeff, and mother and Gma of all the offspring, including Rambeau, Pam’s heart is full. In her downtime, she loves making candles, whispering to hummingbirds, sending care packages, and even has a knack for photography. You can see her beautiful work displayed on the walls at our San Luis Obispo Headquarters.
Summer Forrest
Chief Experience Officer
Daughter to Jeff and Pam, you could say Summer was born into the family business and was pruned for this work. Jeff first gifted her the book, The Richest Man in Babylon, when she was just 11 years old, which jumpstarted her journey down the road of business, finance, and entrepreneurship.
Over the years, Summer recognized a trend of people either handling their finances haphazardly or opting out of planning for their future entirely; largely because there are simply too many options out there and people don’t know where to start. So she’s taken the mystery out of the process and keeps it real with an intuitive, nurturing, empathetic twist. As a result, our clients leave feeling empowered and equipped.
Much of Summer’s approach is preventive. She loves the Benjamin Franklin quote “An ounce of prevention is worth a pound of cure” and she illustrates to her clients that with proper prevention around finances, not only will they experience more financial soundness, but their physical, emotional, and spiritual lives will be enhanced as well, as they are all connected.
As our CXO, Summer ensures we're giving our clients the best experience possible. She has a love for travel and culture and recharges by getting out in nature. Summer loves working with her parents and lives in Boulder, Colorado, with her three children.
Summer Forrest
CXO (Chief Experience Officer)
Summer Forrest
CXO (Chief Experience Officer)
Daughter to Jeff and Pam, you could say Summer was born into the family business and was pruned for this work. Jeff first gifted her the book, The Richest Man in Babylon, when she was just 11 years old, which jumpstarted her journey down the road of business, finance, and entrepreneurship.
Over the years, Summer recognized a trend of people either handling their finances haphazardly or opting out of planning for their future entirely; largely because there are simply too many options out there and people don’t know where to start. So she’s taken the mystery out of the process and keeps it real with an intuitive, nurturing, empathetic twist. As a result, our clients leave feeling empowered and equipped.
Much of Summer’s approach is preventive. She loves the Benjamin Franklin quote “An ounce of prevention is worth a pound of cure” and she illustrates to her clients that with proper prevention around finances, not only will they experience more financial soundness, but their physical, emotional, and spiritual lives will be enhanced as well, as they are all connected.
As our CXO, Summer ensures we're giving our clients the best experience possible. She has a love for travel and culture and recharges by getting out in nature. Summer loves working with her parents and lives in Boulder, Colorado, with her three children.
Rambeau
Greeter
Our resident emotional support dog, Princess Gabriele’s Dancing Prancing Royal Rambeau, aka Rambeau, is the senior member (in dog years) of our SOUND team. He’ll greet you with a smile and perhaps a hip bump and he won’t want to see you go! He may even jump in your lap and give you the comfort you need to make calm, sound financial decisions. Rambeau is especially attentive to young children and loves it when they pet his unbelievably soft fur.
Rambeau
Greeter
Rambeau
Greeter
Our resident emotional support dog, Princess Gabriele’s Dancing Prancing Royal Rambeau, aka Rambeau, is the senior member (in dog years) of our SOUND team. He’ll greet you with a smile and perhaps a hip bump and he won’t want to see you go! He may even jump in your lap and give you the comfort you need to make calm, sound financial decisions. Rambeau is especially attentive to young children and loves it when they pet his unbelievably soft fur.
Frankie
Greeter
Frankie joined the team in August of 2021 after his brother Rambeau begged us to find him a little brother that he could play with and teach ropes to and eventually take his place as the Canine King. Frankie is a ball of energy and his Bob Marley locks will have you feeling the "don't worry, be happy" vibe, which is the collective goal of our entire team!
Frankie
Greeter
Frankie
Greeter