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Forrest Eugene Fielder Jr.

Advisor at UBS Financial Services — Fall City, WA

Updated today

Credentials

Series 66

Experience

25 years

Location

Fall City, WA

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,322

Across 992 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Forrest Fielder Jr. is a financial advisor with UBS Financial Services in Fall City, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Fall City, WA

Fall City WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

25 years of industry experience

UBS Financial Services

2000 - Present • 26 years

Bellevue, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Trey G

Series 66, CFP®

Issaquah, WA

Gevers Wealth Management

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

General retirement planning Retirement income strategy Income planning Social Security optimization Roth conversion strategy Retired

Casey S

Series 66, Series 7

Maple Valley, WA

Edward Jones

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Military & Veterans Founder/Business Owner Engineering Professional Executive Technology Professional Married/Couples/Partners Established Professionals Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder with five years of industry experience. He has been with Tiger Mountain Capital since 2021 and previously worked as a self-employed investor and at MIG Capital LLC. Based in Sammamish, WA, he works as the sole advisor at Tiger Mountain Capital. Tiger Mountain Capital is an independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and certain entities. The firm employs a concentrated long/short equity strategy, combining fundamental analysis with investigatory research and proprietary data, and it routinely uses leverage and options in its portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Snoqualmie, WA

Kenney Wealth Planning & Management

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Snoqualmie, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, Kenney worked at Kenney Investment Management LLC and held positions at Veeva Systems, Autoscribe Informatics, and LabWare, Inc. Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm focuses on long-term, tax-aware, diversified portfolios using fundamental analysis, modern portfolio theory, and quantitative methods, incorporating techniques such as direct indexing and tax-loss harvesting.

Tax-loss harvesting
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Kristine K

Series 66

Bellevue, WA

Kanno Capital

Kristine Kanno is the principal of Kanno Capital, an independent financial advisory firm based in Bellevue, WA. She holds a Series 66 designation and has 18 years of industry experience, including prior roles at Opal Advisors, LLC and VOYA Financial Advisors. In addition to her advisory work, she serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board. Kanno Capital provides fee-based financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning alongside discretionary portfolio management, pension consulting, and the option to engage third-party managers or sub-advisors.

General retirement planning Social Security optimization Divorce financial planning Executive Founder/Business Owner
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