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Abundo Wealth

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

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Jeremy Z

Series 65

New York, NY

Abundo Wealth

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund strategies and offers advice through a client portal and financial planning software, maintaining client control over implementation and trading decisions.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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