E. Forrest  Wise,  CFP<sup>&reg;</sup> - Financial Advisor

E. Forrest Wise, CFP®

E.F. Wise Planning, LLC

4525 Callaway Crest Dr
Kennesaw, GA 30152
(770) 424-5292


E. Forrest Wise is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at E.F. Wise Planning, LLC in Kennesaw, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Triad Advisors LLC

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources