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 07652

Out of 400,000+ nationwide

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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Real estate investing
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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David F

Series 63, Series 65

Englewood Cliffs, NJ

Malvern Ridge Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

Itani Wealth Management

Wealth management Passive / index investing
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Pasquale P

Series 63, Series 66

Rutherford, NJ

Avanti Wealth Management

Private / alternative investments Annuities Tax-loss harvesting
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Curtis P

CFP®, Series 66

Tarrytown, NY

Pope Wealth Planning, LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Executive
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William M

ChFC®, Series 63, Series 65

Tarrytown, NY

Martone Capital Management, Inc.

Wealth management
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