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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 06405

Out of 400,000+ nationwide

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Richard K

CFA®, Series 63, Series 65

Madison, CT

Sursum Financial LLC

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Elizabeth J

CFA®, Series 63, Series 65

New Haven, CT

Blakely Harbor Advisors, LLC

Private / alternative investments Real estate investing Active portfolio management Wealth management
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Robert W

Series 63, Series 65

Branford, CT

Worrell Advisory Services

Cash flow / budgeting Debt management Charitable giving & philanthropy
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Evan W

Series 63, Series 65

Madison, CT

Wax Asset Management LLC

Options & derivatives strategies
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Brian W

Series 63, Series 65

Branford, CT

B.P. Walsh and Co., LLC

Active portfolio management Concentrated stock management
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John M

Series 63, Series 65

Guilford, CT

McCauley Investments Advisors LLC

Options & derivatives strategies Passive / index investing Wealth management
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David N

CFA®

Boca Raton, FL

Ladd Capital Management LLC

Wealth management Passive / index investing
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Sally K

CFP®, Series 65

Guilford, CT

Real Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance Self-Employed Retired Young Families Young Professionals
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Gregory G

CFP®, Series 63

Madison, CT

East Guilford Financial Services LLC

Wealth management
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Keith H

Series 63, Series 65

Guilford, CT

Smartvalue Investment Management, LLC

Active portfolio management Wealth management Tax-loss harvesting
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