Joshua
Forrester
Family Financial
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About this Advisor
Joshua Forrester is a financial advisor based out of Cerritos, California with 1 year of industry experience. Forrester is an employee of Family Financial. The advisor has gained experience at Ff Advisors, LLC Dba Family Financial, Running Point Tax And Consulting, LLC and Rke Llp. Forrester has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in California. Family Financial is an advisory company operating out of Manhattan Beach, CA. It has offices in two locations and just three financial advisors. It has $128 million in assets between its 244 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 244 client accounts, 43% are held by high-net-worth individuals who have at least $1 million in assets. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on the financial services offered. Fee types charged by Family Financial most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Financial Brokerage Details
$127,554,996
3
244
$522,766
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Forrester Work History
Joshua has been registered as a financial advisor for 1 years.*
Ff Advisors, LLC Dba Family Financial
Running Point Tax And Consulting, LLC
Rke Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Forrester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Financial
Toledo, OH
Cerritos, CA
Manhattan Beach, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
