Since 2009, David Forrest has been providing financial and wealth planning services to medical and dental professionals, conscientious families, closely held businesses, and their employees. He takes incredible pride in helping his clients realize their financial goals and dreams, and in contributing to people's lives in a positive way.
As Director, Legacy Solutions, David's focus is to provide organizational strategies in both the protection and the legacy planning phases of financial planning – a process which includes a thorough review and coordination of personal and employer-provided insurance benefits and supplementing identified shortages.
Through the coordinated efforts of Marciano Wealth Advisors, our clients and their legal and accounting professionals, David helps individuals to consider and articulate how they envision their financial legacy to be realized and provides strategies for wealth transfer and legacy transitioning.
David holds multiple insurance licenses and the Series 7 and 66 securities licenses.
David is an avid Philadelphia sports fan and enjoys golf, music, cooking, SCUBA, playing the saxophone and spending time with family and friends.