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 12550

Out of 400,000+ nationwide

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Satish A

Series 63, Series 65

Fishkill, NY

Sabina Asset Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Nathaniel P

CFA®, Series 63, Series 65

Garrison, NY

Prentice Investment Management, LLC

Active portfolio management
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Shawn E

Series 63, Series 65

Newburgh, NY

TruNorth Financial LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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James D

Series 66

Hopewell Junction, NY

Mountain Pass Planning

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning
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Christine M

Series 63, Series 65

Fishkill, NY

Circle N Advisors, LLC

Concentrated stock management
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Daniel M

CFP®, Series 63

Fishkill, NY

Murphy Wealth Management Group

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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Mark L

Series 65

Montgomery, NY

HV Capital Management

Private / alternative investments Wealth management
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Toyken Y

CFP®

Garrison, NY

Hudson Portfolio Management LLC

Options & derivatives strategies Wealth management Concentrated stock management Executive Attorney Founder/Business Owner
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Jerry S

Series 63, Series 65

Wappingers Falls, NY

Sage Investment Advisers LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Elisabeth N

Series 65

Cold Spring, NY

Lunin-Pack Planning and Advice, LLC

Wealth management ESG / Sustainable investing
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