Forrest Morrow

Forrest Morrow

CA License No. 651181

Phone: (949) 223-8100
Fax: (949) 223-8101
E-mail:

Forrest Morrow is an Associate Partner at the Tax & Financial Group. He has been dedicated to assisting business owners, high net worth individuals and families in wealth accumulation and preservation through tax efficient financial strategies for over 25 years. Forrest concentrates his practice in the areas of business succession, retirement, and estate preservation.

Forrest is a graduate of the University of Southern California with a Bachelor of Science Degree and holds the Certified in Long Term Care Specialist (CLTC®) designation and the 7, 63, and 66 Securities Registrations. He is a Registered Representative and a Registered Investment Advisor Representative with Securian Financial Services, Inc. Forrest has a strong background in the real estate sector. In the mid 80’s, he founded a private REIT (Foremore Enterprises) that specialized in housing for seniors. 

Forrest believes in giving back to the community and invests his time in many charitable organizations. He has been involved in Tax & Financial Group’s “We Care For Kids Inc.” nonprofit group benefiting the Make-A-Wish Foundation for over 16 years. He also donates his time to Olive Crest Homes and various nonprofit cancer organizations. Forrest is a two time cancer survivor and understands the importance of planning for life’s uncertainties.

In his free time, Forrest enjoys traveling and competing athletically. He was a collegiate decathlete and Olympic boxing participant. Forrest competed in the 2010 WTT National Tennis Championships at Indian Wells. Forrest resides in San Juan Capistrano, California.