Josh DeForest

Josh DeForest is a seasoned professional in the financial services industry with a career spanning over a decade. He excels in delivering tailored financial advice to clients, focusing on financial planning, investment management, tax, and estate planning.

As the Managing Director at Mercer Advisors, Josh plays a pivotal role in providing personalized solutions to meet clients' unique financial objectives. He actively participates in Mercer Advisors' Investment Committee, where he evaluates research, offers investment analysis, and assists in manager selection.

Josh's educational background includes a degree in Economics and Spanish from Westmont College in Santa Barbara, California. Additionally, he studied Spanish Language at Universidad Nacional and further honed his skills at Ken Zahn.

Throughout his career, Josh has held various key positions, including Managing Director, Client Advisor, Regional Director, Investment Analyst, and Client Associate at Mercer Advisors. His experience also extends to working as an Analyst at Vanguard Credit. Josh's diverse roles have equipped him with a broad perspective and deep understanding of the financial landscape.