Forrest Robertson, CFP®

Personal Wealth Advisor

Forrest has been in financial services for +30 years, but finally found his home with BIP Wealth. He thinks it is great to work with folks who are smarter than he is! BIP Wealth cares about clients and employees, and he has enjoyed success building a business in such a supportive, collaborative environment.

Forrest is a 25 year resident of the Atlanta area. He enjoys walking and hiking, with Kennesaw Mountain being a favorite spot. He is an avid reader (fiction and non-fiction books) and is a fan of classical music (Shostakovich is his favorite composer). In addition to his favorite college teams, Forrest is a supporter of Atlanta United FC and Chelsea FC. He loves to travel to visit family in Boston, Athens and Tallahassee and as well as travel internationally (Europe).

Forrest has lived in the West Cobb, Marietta area for 25 years. He is married with 7 children and 5 cats.


  • BA History – University of North Carolina Chapel Hill

Prior Professional Experience

  • Private Client – Charles Schwab & Co, Inc.
  • Branch Manager – Waterhouse Securities, Inc.

Licenses and Registrations