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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 18 financial advisors of 18 near 05353

Out of 400,000+ nationwide

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William S

Series 66

Bellows Falls, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Jessica F

CFP®, Series 66

Walpole, NH

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management
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Andrew G

Series 66

Brattleboro, VT

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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Patricia S

PFS™, Series 65

Wilmington, VT

wealth Enhancement Advisory Services, LLC
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Michael A

Series 63, Series 65

Townshend, VT

Archer Investment Corporation
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Tony L

Series 63, Series 66

Newtown Square, PA

VOYA Financial Advisors, Inc.
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Carl G

CFP®, Series 63, Series 66

Stamford, CT

Steward Partners Investment Advisory, LLC
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Patricia S

Series 63, Series 66

Wilmington, VT

UBS Financial Services
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Troy S

Series 63, Series 65

South Ryegate, VT

LPL Financial
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Beth Ann G

Series 63, Series 66

Melville, NY

Merrill
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