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Josh DeForest
Managing Director at Mercer Advisors
Josh DeForest, CFA, CFP® is an Executive Managing Director at Mercer Advisors.13 He began his career in the financial services industry in 2007 and joined Mercer Advisors in 2010.2 As an Executive Managing Director, he serves as the managing director for the firm's southern division.2
DeForest is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®), indicating his expertise in financial analysis and planning.13 He is based in Phoenix and has over 500 connections on LinkedIn.3
In his role at Mercer Advisors, DeForest contributes to the company's thought leadership by authoring articles on topics such as Medicare premiums and early retirement considerations.5 He also regularly shares insights on financial planning, wealth management, and industry trends through his LinkedIn posts.46
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