Hi, this is Jeffrey A. Forrest, one of the Founders of The CORE Financial Group, where we help our clients build solid financial cores with guaranteed lifetime income streams.
Jeffrey A. Forrest's Bio:
Jeffrey A. Forrest, of San Luis Obispo, CA, is one of the Key Principals at The CORE Financial Group. So far, in his career as a financial consultant, Jeffrey A. Forrest has earned 9 advanced degrees/designations in the Financial Services Industry. Jeffrey A. Forrest's most important work though focuses on helping his clients prepare their own solid financial cores. Jeffrey A. Forrest does this by taking new prospective clients through a DISCOVERY PROCESS that allows them to tell the truth, get in touch with their real values in life and to then design a path that is sustainable, understandable and empowering. If you want to experience this confidenced raising process for yourself, contact Jeffrey A. Forrest and schedule a complimentary visit.
Jeffrey A. Forrest's Experience:
Your Safe Money for Life Coach at The CORE Financial GroupJuly 1977 - Present | 107 Nelson St, Suite A Arroyo Grande, CA 93420
Jeffrey A. Forrest works with a select clientele to help them build integrated and solid financial cores with guaranteed lifetime income streams.
Jeffrey A. Forrest's Education:
Northcentral University2013 – 2016Enrolled in Doctoral StudiesConcentration: Global Training & DevelopmentActivities: Deep training in the field of the human potential movement.
The American College1984 – 1988Masters of Science in Financial ServicesConcentration: Upper Level Estate and Tax PlanningActivities: Focused on upper level strategies for entity creation and tax planning for wealthy clients.
The American College1981 – 1983Chartered Financial ConsultantConcentration: Financial ConsultingActivities: Focused on Creating Winning Financial Strategies for clients.
The AMERICAN COLLEGE1978 – 1981Chartered Life UnderwriterConcentration: Estate Planning and Foundational Financial PlanningActivities: Studied and focused on developing client strategies for success.
Cal Poly-San Luis Obispo1973 – 1977Business AdministrationConcentration: Marketing and Organizational BehaviorActivities: Society for the Advancement of Management, Intramural Athletics, Cal Poly Swing Champion, Poly Royal Pillow Fighting on a Log Winner
Jeffrey A. Forrest's Interests & Activities:
Recreational Triathlons, Dancing, Kayak Fishing, Confidence Coaching, Health & Wellness,