Forrest Friedow

Partner & Chief Development Officer

Email: ffriedow@vestia.com
Call | Text | Fax: 626-788-6223

Forrest Friedow

Partner & Chief Development Officer

Email: ffriedow@vestia.com
Call | Text | Fax: 626-788-6223

Qualifications

  • BA in Liberal Studies, University of Iowa
  • Series 7 & 66
  • Life & Health insurance, licensed agent
  • Financial Planning Association, member
  • Check out the background of this investment professional on FINRA’s BrokerCheck

“For me there would be no greater regret than achieving material wealth at the expense of service to others.”

Forrest Friedow has been a trusted partner to physician families for over 20 years, bringing deep expertise and passion to his work with high net worth doctors and their families. As Vestia’s Chief Development Officer and a founding partner, Forrest plays a pivotal role in mentoring advisors, leading internal development initiatives, and ensuring excellence across the firm’s advisory team.

Forrest oversees a specialized practice focused on serving high-earning physicians, with a strong emphasis on private practice owners, dual-physician households, and those navigating complex financial transitions such as private equity sales. With the support of his dedicated team, he develops and refines customized financial strategies designed to align with each physician’s unique personal and professional goals.

A gifted educator and passionate speaker, Forrest leads both internal advisor training and external physician-focused workshops across the country. Known for making complex financial topics approachable and actionable, Forrest empowers physicians to make informed decisions and take control of their financial futures. His contagious energy and clear communication style inspire confidence and clarity in every client interaction.

Forrest is a committed advocate for diversity and inclusion, championing the importance of elevating underrepresented voices within the financial planning profession. He believes that teams enriched by varied backgrounds, experiences, and perspectives are better equipped to meet the complex needs of today’s physician clients. At Vestia, he helps foster a culture where inclusion isn’t just a value. It is a strategic advantage in delivering meaningful, personalized advice to the doctors they serve.

Originally from the Midwest, Forrest now resides in Los Angeles and maintains strong ties to his Iowa roots, frequently traveling to connect with clients and family in Iowa City. A hands-on parent, Forrest is actively involved in his son’s day-to-day life. He deems his most important job as being Dad. He recharges by spending time outdoors, relaxing at the beach, hiking desert trails, lifting weights, or riding his Peloton, and swears by deep tissue massages as a non-negotiable part of wellness.

One of Vestia’s values is to model Wealth That Matters®.  What does this mean to you?

Despite never making more than $30,000 a year, my grandfather was one of the wealthiest men I’ve ever known. He was admired widely because he did not think much of himself. Instead, he was driven by what he could do for others and lived a life in service. I chose to follow that gold standard in regard to family, friends, clients and others I meet. For me there would be no greater regret than achieving material wealth at the expense of service to others.
What is your favorite part of what you do at Vestia?
I love teaching, and I get to do a lot of it at Vestia through our resident/fellow workshops. Standing in front of a room with a whiteboard, drawing out a complex financial concept in a way that is easily digestible, and seeing the “aha” moments – to me that is the most gratifying thing in the world.
What is the most important thing you’ve learned about helping other people?
Helping others is foundational to who we are as human beings. I’ll choose people over principles any day of the week.

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