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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 02806

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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David D

Series 63, Series 65, Series 66

North Kingston, RI

Green Street Wealth Advisory, LLC

Active portfolio management Options & derivatives strategies
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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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Michael L

Series 63, Series 65

North Kingstown, RI

Lally Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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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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Joseph K

CFP®, Series 65

North Kingstown, RI

Wickford Wealth Management, LLC

Wealth management Passive / index investing Active portfolio management
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Active portfolio management
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