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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 01966

Out of 400,000+ nationwide

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Charlise W

CFP®, Series 66

Manchester By The Sea, MA

Stonehaven Private Wealth Management LLC

Multi-generational wealth transfer Concentrated stock management Charitable giving & philanthropy Equity compensation tax strategy Founder/Business Owner Executive Established Professionals
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Kathleen C

CFP®, Series 63, Series 66

Salem, MA

Red Clover Wealth Management, LLC

General retirement planning Income planning Medicare planning College savings (529s, UTMA, etc.)
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Robert A

Series 65

Salem, MA

Abraham, Robert Ralph Jr.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting General tax planning
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Eric H

CFA®, Series 63

Salem, MA

Sail Loft Capital Management LLC

Active portfolio management Options & derivatives strategies
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Ruzanna Q

CFA®, Series 63

Beverly, MA

Queenvest

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
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Bruce H

CFP®, Series 63

Rockport, MA

Standard Planning Company

General retirement planning Long-term care insurance Charitable giving & philanthropy Income planning
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Geoffrey L

CFA®, Series 63

Marblehead, MA

Loynd Capital Management

Passive / index investing
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Peter J

CFP®, Series 63, Series 65

Marblehead, MA

Crossroads Capital Management LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting
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David M

Series 65

Beverly, MA

Twin Lights Capital Management LLC

Active portfolio management Founder/Business Owner
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Susan P

CFP®

Tewksbury, MA

Geld Financial Advisors, Inc.

General tax planning
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