Direct booking

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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)

Advisors near 01772

Out of 400,000+ nationwide

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Jeffrey M

CFP®, Series 66

Shrewsbury, MA

Meenes Wealth Partners

General retirement planning Social Security optimization Medicare planning Tax-loss harvesting Retired Approaching retirement
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Charles L

Series 65

Wayland, MA

Levin Financial Planning

General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Michael O

PFS™, Series 65

Millis, MA

MOK Financial Planning & Tax, Inc.

Wealth management Tax-loss harvesting Real estate investing
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Theodore W

CFP®, Series 63, Series 66

Medfield, MA

Wolfstich Capital, LLC

Wealth management
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William C

CFP®, Series 65

Wellesley, MA

Curtin Financial Management, Inc.

Passive / index investing Active portfolio management
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Peter F

CFP®, ChFC®, Series 63

Wellesley, MA

Fourthpoint Advisors

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner
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Marc S

Series 63, Series 65

Medfield, MA

Silk Investment Advisors

Active portfolio management Concentrated stock management
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Derek C

CFA®

Wellesley, MA

Northquant Capital Management, LLC

Active portfolio management Options & derivatives strategies
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Trevor G

CFP®, Series 63, Series 65, Series 66

Wellesley, MA

Thrive Investments, LLC

Tax-loss harvesting Passive / index investing Factor investing / smart beta
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Celeste G

Series 65

Weston, MA

C.J. Gilbert Financial LLC

Active portfolio management Options & derivatives strategies
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