Forness Financial’s advisors have over 75 years of combined experience. Norm became a licensed financial advisor in 1997, Ryan in 1998, and Kim in 1999. In 2005, they teamed up to form Forness & Forness with Ameriprise Financial. In 2014, they took the team to the next level as independent, institutional advisors forming Forness Financial LLC.
Private Wealth Advisor
Managing Principal
norm@fornessfinancial.com
Norm brings extensive financial and business experience to his current position at Forness Financial. For over 25 years, he has been a Personal Financial Advisor. During that time he has been a Financial Advisor with Ameriprise Financial, a Senior Vice President of Forness & Forness, and now a Private Wealth Manager and Managing Principal of Forness Financial LLC. Prior, Norm had a long and diverse business career with Siemens AG including Vice President of the New York and New England regions.
Norm earned a Bachelor of Science degree in Business Administration from The University of Buffalo and he holds a Juris Doctor degree in law. Additionally, Norm holds the CRPC® designation as a Chartered Retirement Planning Counselor.
Norm and his wife, Beth, enjoy spending time with their four grandchildren.
Private Wealth Advisor
Managing Principal
ryan@fornessfinancial.com
Ryan has been a Personal Financial Advisor for over 25 years. During that time, he has been a Financial Advisor with Ameriprise Financial, a Senior Vice President of Forness & Forness, and now a Private Wealth Manager and Managing Principal of Forness Financial LLC. Ryan holds the CRPC® designation as a Chartered Retirement Planning Counselor.
Ryan graduated from the University of Georgia in 1997 where he earned a Bachelors of Business Administration with a degree in Finance. Soon after, Ryan moved from Atlanta to Boston to work alongside his father. The following year Ryan met his wife, Kim, who is a native of Boston. Now Ryan and Kim have 11-year-old boy/girl twins.
Ryan is actively involved in fundraising for the Down syndrome community.
Private Wealth Advisor
Certified Financial Planner™
kim@fornessfinancial.com
Kim Forness is a Certified Financial Planner™ and Private Wealth Advisor with Forness Financial. Kim began her career at American Express Financial Advisors where she worked as a Personal Financial Advisor. Later, she was hired by the Massachusetts Institute of Technology as a Retirement Counselor and was promoted to Retirement Plans Manager. She subsequently took a position at Whitehead Institute where she worked as a Projects Manager and an Officer of the Corporation.
Kim earned her B.A. from Bowdoin College in 1998. She was a Fulbright Scholar for the 1998-1999 academic year and taught English in Berlin, Germany. She earned a Certificate in Financial Planning from the Boston University School Center for Professional Education and became a Certified Financial Planner™ in 2005. Kim brings a wealth of retirement planning knowledge and professional expertise to Forness Financial.
In her free time, Kim is an active supporter of the Down syndrome community.
105 Chestnut Street, Suite 37
Needham, MA 02492
info@fornessfinancial.com
Call Us: 781-400-2604
We offer a complimentary consultation which can include an investment and cost analysis. Please call (781) 400-2604 or email us to learn more. Currently we are only accepting new clients with $500,000 or more in investable assets.
