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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 08033

Out of 400,000+ nationwide

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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Active portfolio management Passive / index investing
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Russell W

Series 65

Philadelphia, PA

Global Portfolios, LLC

Passive / index investing
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Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing
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Richard A

Series 65

Penn Valley, PA

Wealth Preservation Consultants, LLC.

Active portfolio management Options & derivatives strategies Real estate investing
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Stephen D

Series 63, Series 65

Marlton, NJ

De Cesare Retirement Specialists

General retirement planning Income planning
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Michael R

CFA®

Gladwyne, PA

Springdale Advisors

Active portfolio management Concentrated stock management
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

General tax planning College savings (529s, UTMA, etc.)
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