Jessica Forrest

Planning Specialties

Client markets or areas of practice:

  • High Net Worth Client Needs
  • Estate & Generational Planning
  • Investment Advice with Ongoing Management 
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues
  • Charitable Giving

Additional Information

Jessica is a CERTIFIED FINANCIAL PLANNER™ with Austin Asset building relationships with clients to offer sound financial advice and professional investment management.

With over 20 years of financial planning and investment management, Jessica welcomes the challenge of identifying opportunities in individual circumstances to build comprehensive financial plans tailored to meet long term goals. She strives to make a positive difference in the lives of the people she serves. 

Austin Asset builds a collaborative team of professionals to work with Jessica to provide clients with comprehensive financial planning, portfolio management, tax strategies, retirement analysis, education planning, charitable giving and effective wealth transfer strategies.

Please visit our website for more information at: https://www.austinasset.com/

 

NAPFA Start Date

February 04, 2020

Submit
Submit

This Office

7200 N MO Pac Expy Ste 315 Austin, TX 78731-3267 Phone: (512) 453-6622 Fax: (512) 453-4253