Preston Forman, CFP®
We Plan for All the Seasons of Your Life.
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Seasons of Advice Wealth Management
Preston Forman, CFP®
New York, NY
Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Socially Responsible Investing
- Taxes
About Preston Forman, CFP®
Preston Forman, a University of Massachusetts at Amherst alumnus, has been a financial planner since 2002. Before that, Preston was a reporter with the Enterprise of Brockton, Mass., and the Standard-Times of New Bedford, Mass. He was also an editor with the technology publication Computer Reseller News. He earned the rank of Eagle Scout as a youth.Since joining Seasons of Advice in 2006, he has pursued continuing education as a CFP and maintains membership in the Financial Planning Association.
As time permits, he enjoys hiking and cooking. Who else brines their own pickles?
A native of Taunton, Mass., Preston has lived for the past 25 years in Forest Hills, Queens, with his wife Tami, daughter Madeline and son Sam.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Seasons of Advice Wealth Management
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
University of Massachusetts Amherst, BS, History
Hobbies and Interests
- Cooking
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
The one and only financial advisor for our family
✅ Wealthtender Certified Advisor Review™
Sep 3, 2025
Working with Preston Foreman for over 20 years has been one of the best financial decisions we’ve made. My husband and initially were overwhelmed but Preston took the time to understand our goals and created a clear, personalized strategy. Preston consistently communicates and explains complex market shifts in simple terms. Preston truly earned my trust.
Relationship to Financial Advisor: Client as of Sep 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Trusted Advisor - Highly Recommend
✅ Wealthtender Certified Advisor Review™
Sep 3, 2025
Preston has been our financial advisor for over ten years now, so we've experienced boom times, recessions, career changes, city changes, a major renovation, three property purchases, and a pandemic together! During that time, our investments have steadily grown in Preston's care. More specifically, he has always carefully taken into account our career and retirement plans and appetite for risk when advising us. He's also reliable, responsive and just a great guy. We highly recommend.
Relationship to Financial Advisor: Client as of Sep 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Best financial adviser and friend
✅ Wealthtender Certified Advisor Review™
Aug 8, 2025
I have known Preston Forman over 20 years. In the beginning my late husband and I had a very complicated and mix portfolio that was to difficult for us to handle. After meeting Preston, we felt confident that he was going to take care of our portfolio. In good time, Preston's financial expertise our investment portfolio in the right direction. Not only he organized and also balance our portfolio. We have trust Preston's financial insides that has evolved from a professional relationship to a friendship. It is a pleasure to do business this way.
Relationship to Financial Advisor: Client as of Aug 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Smart, trustworthy mensch
✅ Wealthtender Certified Advisor Review™
Jul 30, 2025
After being laid off from a major publishing house, I began working as a freelance editor. Shortly thereafter my husband quit his job to run his own law practice. We were too busy making money to properly manage it. Thankfully, my husband and I were friends with Preston Forman—a smart, trustworthy mensch—who we hired to be our financial advisor. Preston quickly responds to queries and explains complex ideas in a way that even I, who am barely financially literate, can understand. His calm, steady guidance has helped us amass the kind of portfolio that allows us to fully fund our daughter’s college account and save for a comfortable retirement while living well now. If you are seeking a financial advisor, do yourself a favor and hire Preston Forman.
Relationship to Financial Advisor: Client as of Jul 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Simply the best
✅ Wealthtender Certified Advisor Review™
Jul 21, 2025
Preston has worked with our family for nearly 20 years. In that time he has expertly steered us through the highs and lows of financial cycles as well as supporting key life events. His sage advice and deep partnership cannot be overstated as we moved through the different stages of our lives, with the focus on our goals, not products. Trust, professionalism and caring are the words that come to mind in describing Preston. If anyone is looking for an advisor to guide them through these often complicated matters, do not hesitate to contact him. He has our highest recommendation.
Relationship to Financial Advisor: Client as of Jul 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Trusted advisor and friend
✅ Wealthtender Certified Advisor Review™
Jul 18, 2025
We’ve been working with Preston for over 15 yrs and it has been a fruitful and enriching experience. He is insightful, responsive, steady and measured while also being agile to respond to what’s happening in the market. We’ve been through the recession, job changes, elections, the pandemic, childbirths etc. Preston continues to provide excellent guidance mindful of who we are and what we’ve said we want for our financial future. Through it all, Preston has vindicated our trust and faith in him and our partnership. Aside from the great substantive guidance, Preston is an extended family member. We feel seen, heard and cared about in this relationship as clients and as two people who came from humble beginnings and are building a future to ensure our son has the best we can provide and that we are able to enjoy our golden years in ways that our parents could’ve only dreamed.
Relationship to Financial Advisor: Client as of Jul 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
More than a financial advisor
✅ Wealthtender Certified Advisor Review™
Jul 18, 2025
My husband and I have trusted our financial planning with Preston for many years. He has seen us thru ups and downs of the economy including the 2008 crisis. His professionalism and knowledge of the market continues to give us confidence that working with him is the best decision we made. But not only is he excellent at his job, he has also become a good friend. I highly recommend Preston to anyone who is looking for a financial planner.
Relationship to Financial Advisor: Client as of Jul 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
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