Edward Jones- Financial Adviser: Keali'i Forsberg

08/20/2026

I'm pleased to share that I've earned the CFP® designation. This accomplishment reflects my commitment to professional development and continuing education. I look forward to applying this knowledge to help clients make informed financial decisions and pursue their long-term goals. Special thank you to my family for supporting me along the way!

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, compet...

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/45ZAp1A

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

11/26/2025

06/20/2025

The dedication and influence demonstrated by these individuals and organizations never fail to impress me!

Recently, a gathering of this remarkable group convened for the Assistance League of Great Placer's Advisory Council quarterly meeting. The focus was on identifying community needs and gaps to effectively serve and make a difference.

It's truly inspiring to witness such collaboration for a positive impact!

https://www.assistanceleague.org/greater-placer/philanthropic-programs2/

05/07/2025

Spent a day in Alamo, CA with an incredible group of financial advisors at the DAF MasterClass—partnered with the manager and administrator of the Edward Jones Charitable Gift Fund.

We explored strategies at the intersection of purpose and planning—where philanthropy meets efficiency. These conversations help prepare us to better serve clients who want to make a meaningful impact while staying financially smart.

Curious about how Donor Advised Funds, specifically the Edward Jones Charitable Gift Fund can support your giving goals? Reach out—I’d love to share what I’ve learned.

08/08/2023

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what you should know about Medicare.

Make sure to prepare for costs