Stevon Forrester
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Stevon Forrester

Principal
Steve is a Principal in the New York office. He has over twenty years of experience helping clients with their retirement and estate planning needs. His experience extends beyond planning and includes the drafting of estate planning documents, such as wills and trusts, and guiding estate fiduciaries through the probate process.

Prior to joining Cerity Partners, Steve was Head of Financial Planning services at EMM Wealth. He began his career at The Ayco Company as a tax attorney. He later became a director at UBS Financial Services, where he provided financial planning solutions to high-net-worth clients. Steve has also served as a Vice President and Advanced Markets Attorney for American International Group (AIG) and was a Vice President with U.S. Trust.

Steve earned his LLM degree in taxation from New York University School of Law, his Juris Doctor from Albany Law School of Union University, and his Bachelor of Science degree in accounting from Binghamton University. He holds the Certified Financial Planning (CFP®) designation.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626