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 11783

Out of 400,000+ nationwide

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Wealth management College savings (529s, UTMA, etc.)
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Siegfried H

Series 65

Albertson, NY

HF Advisory Services, LLC

Active portfolio management
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Gina G

Series 65

Dix Hills, NY

Life Planning Agency, Inc

Income planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Sivaparvati T

Series 65

Floral Park, NY

Map to Your Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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Marianna B

Series 66

Port Washington, NY

The Playbook Advizor

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy
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Sean M

CFA®

East Williston, NY

Armadale Asset Management LLC

Concentrated stock management Real estate investing Active portfolio management Cash flow / budgeting
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Christopher W

Series 65

Commack, NY

First Shelbourne

Passive / index investing Active portfolio management Retired
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