Forrest Robertson

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.