Forrest has over 35 years of experience managing equities, fixed income, and alternative investments with MA Wealth Management, Ocean Park Capital, and Prudential Securities.
Prior to establishing Irvine Advisors, Forrest was the Director of Research at MA Wealth Management, where he developed asset allocation models and provided financial advice on traditional asset classes such as equity and fixed income, as well as alternative investments including real estate. Additionally, he provided stock market research and analysis to Ocean Park Capital, while managing a portion of their portfolio. While at Prudential Securities, Forrest served as an Account Executive for high net-worth clients. His specialties included CMOs, options, commodities, and fixed income investments.
Forrest currently has the following security licenses: Series 7, 22, 24, 63, 65. He also holds real estate and life insurance licenses. Forrest earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles. He lives in Aliso Viejo with his wife, Helen, and their three children.