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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)

Top 30 financial advisors of 53 near 13827

Out of 400,000+ nationwide

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Kevin V

Series 63

Vestal, NY

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Patrick O

CFP®, Series 66

Owego, NY

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing
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Jason G

Series 63

Waverly, NY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies
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Angela D

Series 66

Endicott, NY

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Women Professionals
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Emil B

Series 63

Endicott, NY

Ashton Thomas Securities, LLC
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Ryken R

Series 63, Series 66

Endicott, NY

Ashton Thomas Securities, LLC
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Matthew A

Series 63, Series 66

Endicott, NY

Ashton Thomas Securities, LLC
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Joshua F

Series 63, Series 65

Sayre, PA

Gradient Securities, LLC
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William R

Series 63, Series 66

Endicott, NY

key Investment Services LLC
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Robert K

CFP®, Series 63, Series 66

Endwell, NY

Kestra Advisory
Warmer team member

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