Forrest Tuten has a diverse work experience in the financial industry. Forrest is currently the CEO and Co-Founder of Finpace, a position they have held since January 2023. Before that, they were the CEO and Founder of Bitsy Advisor, where they helped financial advisors gather clients at a rapid pace by streamlining the process. Forrest held this role from January 2018 to January 2023.
Prior to their entrepreneurial ventures, Forrest worked at Brittany Wealth as the President from June 2013 to July 2019. Forrest also served as a Financial Advisor at The Mentzer Group from March 2012 to June 2013 and as a Financial Representative at Northwestern Mutual from February 2010 to December 2011.
Forrest Tuten's education history begins with their high school education at Summerville High School, where they attended from 2001 to 2004. After completing high school, they enrolled in Farragut High School for the academic year 2004-2005. Following this, they pursued their Bachelor of Arts degree in Behavioral Psychology at the University of Tennessee, Knoxville, from 2005 to 2009.
Additionally, Forrest Tuten obtained several certifications in the field of finance. In November 2013, they received the Former AWMA certification from the College for Financial Planning. However, specific information regarding their obtained month and year for the Former Series 63 and Former Series 65 certifications from NASAA is not available. Additionally, they also hold a Series 6 certification from FINRA, but the date of obtaining this certification is unknown.
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