Josh DeForest,
CFA, CFP®

Client Advisor and Regional Director

Josh began his career in the financial services industry in 2007. As Client Advisor and Regional Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

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