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 10956

Out of 400,000+ nationwide

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Fabian D

CFP®, CFA®

White Plains, NY

FMD Wealth Advisors LLC

Options & derivatives strategies Divorce financial planning
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Active portfolio management Concentrated stock management Options & derivatives strategies 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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Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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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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Brandon S

Series 65

Woodcliff Lake, NJ

Active Wealth Advisors

Options & derivatives strategies Real estate investing
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Laura R

CFP®, CFA®

White Plains, NY

True Abundance Advisors

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time. Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

General retirement planning Income planning Career Changers Married/Couples/Partners Divorced Women Baby Boomers (Born 1946-1964)
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Elizabeth L

CFP®, Series 65

White Plains, NY

Landau Advisory LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Robert S

Series 66

Montvale, NJ

Angel Oak Financial Services LLC

General retirement planning Income planning Cash flow / budgeting Wealth management
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