AFFILIATIONS
Certified Public Accountant
Certified Financial Planner

EDUCATION
Pepperdine University
Bachelor of Science in Accounting

A Certified Public Accountant and Certified Financial Planner, David Forsman brings over two decades of knowledge and experience to R+B’s financial operations. In his role as Director of Finance, he is directly responsible for overseeing all financial functions of the firm, from budgeting and forecasting to financial analysis and reporting.

Working closely with the firm’s leadership team, David develops and implements financial strategies that support the firm’s growth and profitability goals. Through effective financial management, he has helped drive financial performance and improved business operations.

Dedicated to advancing the field of corporate financial planning and analysis, David utilizes the Association for Financial Professional’s FP&A Maturity Model as a guiding framework. He is also actively engaged in financial modeling, business intelligence, and data analytics coursework with Corporate Finance Institute.