Steve Forrer Email & Phone Number
Financial Planing Counselor @ Fisher Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Forrer Location
- Portland, OR, US
Steve Forrer Work
- 2023 -now Financial Planing Counselor @
- 2016 -now Retirement Counselor @
- 2005 -2016 Corporate and Government Retirement Plans Education Specialist @
- 2004 -2005 Financial Services @ Legend Equities
- 2002 -2004 Financial Services @ New England Financial
Steve Forrer Education
- University of Oregon
Bachelors (Business Management and Marketing)
1999-2001
Steve Forrer Skills
- Leadership
- Series 63
- Fiduciary
- Financial Planners
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Employee Benefit Plan Design
- Portfolio Management
- IRAs
- 529 Plans
- Investments
- Relationship Management
- Small Group Presentations
- Variable Annuities
- Series 6
- Finance
- 401k
- 401K Retirement Savings Plans
- Retirement Plan Consulting
- Asset Allocation
- Financial Services
- 457 Plans
- Wealth Management
- Life Insurance
- Mutual Funds
- FINRA
- 403 b
- High Net Worth Individuals
- Microsoft Office
- Qualified Retirement Plans
- Customer Service
- Personal Finance
- Trading
- Retirement
- Securities
- 401 Retirement Savings Plans
Steve Forrer Summary
- Steve Forrer, based in Portland, OR, US, is currently a Financial Planing Counselor at Fisher Investments. Steve Forrer brings experience from previous roles at Fisher Investments, MassMutual Financial Group, Legend Equities and New England Financial. Steve Forrer holds a 1999 - 2001 Bachelors in Business Management and Marketing @ University of Oregon. With a robust skill set that includes Leadership, Series 63, Fiduciary, Financial Planners, Public Speaking and more. Steve Forrer has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Steve Forrer?
Find contact details for 700 million professionals.
Top Fisher Investments Employees
Matt Bradarich
Vice President
Wesley Chapel, FL, US
Danny Sullivan
VP Digital Strategy and Operations
Plano, TX, US
Marc Seymer
Executive Vice President, Corporate Finance
Portland, OR, US
Alison Fowler
Vice President Global Media and Marketing Private Client Group
San Francisco, CA, US
Rachel Winfield
Vice President - System and Data Analytics
Palo Alto, CA, US
Jonathon Dues
Vice President, U.S. Defined Contribution
Chicago, IL, US
Jared Haggard
VP - Client Services
Plano, TX, US
Anita Green
Vice President, Investor Responsibility and Engagement
Portland, OR, US
Taylor Woodruff
Senior Vice President
Bellevue, WA, US
Jonathan Morris
Vice President
Dallas, TX, US
Nicole Huckins
Group Vice President - Global Marketing Strategy and Planning
California, United States
Judith Stevens
Marketing VP of New Strategic Initiatives
Brush Prairie, WA, US
Brian McCleave
Regional Vice President
Columbus, OH, US
Eddie Levin
Vice President
San Francisco, CA, US
Philip Parmiter
Regional Vice President
Plano, TX, US
Joseph Chandy
VP of Portfolio Management Technology
Plano, TX, US
Jason He
Vice President
Plano, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co