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 02720

Out of 400,000+ nationwide

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Jonathan K

Series 65, Series 66

Providence, RI

Efficient Capital Strategies, LLC

Passive / index investing Active portfolio management Real estate investing Cash flow / budgeting
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Kurt J

Series 63, Series 65

Barrington, RI

Income Associates

General retirement planning Income planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Francis H

Series 63

Warwick, RI

Hacket Asset Management, Inc.

Active portfolio management Options & derivatives strategies
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Earle J

Series 65

Westport, MA

Boselah Investments

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management
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James T

Series 63, Series 65

Providence, RI

Lodestar Wealth, LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Active portfolio management
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Shaun J

CFP®, Series 63, Series 65

Pawtucket, RI

Jones Fiduciary Wealth Management LLC

Wealth management Active portfolio management Concentrated stock management Real estate investing Options & derivatives strategies
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Eduardo B

CFP®, CFA®, Series 66

Providence, RI

Goal Wealth Advisory Group, LLC

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies
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Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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