BIP Wealth
Forrest Robertson is a Personal Wealth Advisor at BIP Wealth. Prior to joining BIP Wealth, they were a Financial Consultant at Charles Schwab from January 1999 to April 2009, where they assisted individual investors design, implement and monitor investment/financial plans.
Forrest has over 20 years of experience in the financial industry and is dedicated to helping their clients reach their financial goals. Forrest takes a personal interest in each of their clients and strives to provide them with the best possible advice and service.
Forrest Robertson graduated from the University of North Carolina at Chapel Hill with a B.A. in Forrest'story.
This person is not in the org chart
BIP Wealth
At BIP Wealth, they concentrate on both. Clients grow assets at BIP Wealth. Founded in 2007, the firm, previously known as Buckhead Investment Partners, provides highly tailored wealth-management services for successful professionals, business managers, corporate executives, professional athletes, and those planning for or already enjoying retirement.