Jeff Doblin, CFA, CFP® Joins Forum Partner Group
Jeff Doblin, CFA, CFP® has been named a partner for Forum Financial Management. With a career in financial services, trading and consulting spanning more than 20 years, Jeff is passionate about sharing his extensive knowledge about financial topics to help investors achieve their financial goals with confidence. He joined Forum as a financial advisor in 2017.
For Jeff, it is vital that people understand complex financial concepts from a quantitative and qualitative perspective to help them make informed decisions. Subjects that may at first be difficult to comprehend become energizing topics of conversation for Jeff and his clients. Jeff said: “I provide a second set of eyes and ears for all things financial. When clients have any questions related to their finances, that is where I come in. I help clients stay in their seats, and I make sure they are accountable to their plan.”
Since Jeff joined Forum in 2017, he has worked closely with Forum Financial Advisor Alan Hambourger and Forum Financial Advisor Megan Martin in the Forum Skokie office. With a camaraderie that has endured nearly a decade, Jeff, Alan and Megan bring different skill sets to take a team approach when helping clients.
“I am excited to see that Jeff has been accepted as a partner for 2025,” Alan commented. “I have worked with Jeff for the past eight years and have mentored him. As a trader for 20 years in his past life, he is a great networker and will be a great asset to the Forum team.”
Within each relationship, Jeff finds the optimal balance of education and encouragement to support clients as they pursue their goals and aspirations. Megan reflected on how Jeff goes out of his way to connect with clients and colleagues: “Jeff has the rare ability of taking very complicated concepts and explaining them in a way that anyone can understand. He consistently demonstrates a remarkable amount of compassion when talking with clients. He never backs away from being a source of support for both his clients and his co-workers. Jeff is the epitome of a team player.”
“Jeff always takes the time to be deeply involved, both with his clients and his Forum team members,” Forum Co-Managing Partner Jonathan Rogers noted. “I appreciate his genuine interest in people and how much that comes through in every conversation and every action. I am proud to welcome him as a partner at Forum!”
When considering what he is most excited about as he steps into his new role as a Forum partner, Jeff said: “Since I joined Forum in 2017, I knew that I wanted to help shape the future of the firm. I am excited to dig a little deeper and see if I can add value to an already successful experience for our clients. When I look at the individuals associated with this firm, and especially the partnership, I am extremely motivated to learn and grow with such great professionals and more importantly, great people.”
