Pete Deacon is a seasoned Personal Wealth Manager at Forrest Financial Services, where he leverages his dual expertise as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) to provide comprehensive financial guidance tailored to each client's unique needs. At Forrest Financial Services, an...
Pete Deacon is a seasoned Personal Wealth Manager at Forrest Financial Services, where he leverages his dual expertise as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) to provide comprehensive financial guidance tailored to each client's unique needs. At Forrest Financial Services, an independent investment advisory firm, Pete is dedicated to representing clients' best interests, free from the conflicts of interest often associated with banks and insurance companies. His approach is deeply personal; he takes the time to understand each client's financial goals, risk tolerance, and life circumstances, ensuring that his investment strategies align with their aspirations.
Currently, Pete is spearheading several key projects focused on enhancing client portfolios through strategic asset management and alternative investments. His proficiency in wealth management and investment management allows him to navigate complex financial landscapes, optimizing returns while mitigating risks. He also plays a pivotal role in estate planning, helping clients create robust plans that safeguard their legacies and ensure a smooth transition of wealth to future generations.
With a strong foundation in financial analysis and accounting, Pete is adept at dissecting market trends and identifying lucrative investment opportunities, including mutual funds and other investment vehicles. His commitment to continuous education and staying abreast of industry developments further enhances his ability to provide informed, strategic advice. Through his work at Forrest Financial Services, Pete Deacon exemplifies the ideal of a client-centric financial advisor, dedicated to empowering individuals and families to achieve financial security and peace of mind.
