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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)

Top 23 financial advisors of 23 near 05201

Out of 400,000+ nationwide

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Ryley G

Series 66

Bennington, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Multi-generational wealth transfer
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Erin L

Series 65, Series 66

Albany, NY

Fidelity

Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.

Cash flow / budgeting Debt management General retirement planning Wealth management Life insurance needs analysis
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Mitsuo L

Series 63, Series 65

Cambridge, NY

Cambridge Wealth Management, LLC
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Stephen L

Series 65

Cambridge, NY

Maidstone Wealth Management, LLC
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Michael M

Series 63, Series 66

Bennington, VT

Bennington Financial Planning Group
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Donald M

CFP®, Series 63

Bennington, VT

Bennington Financial Planning Group
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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC
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Matthew C

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC
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Jason K

Series 63, Series 65

Cambridge, NY

Weatherhelm Capital Management LLC
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Brian M

CFP®, Series 63, Series 66

Bennington, VT

Bennington Financial Planning Group
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