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 14712

Out of 400,000+ nationwide

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Alex J

Series 63, Series 65

Jamestown, NY

Shift Fynancial

Retirement income strategy Elder care planning Equity compensation tax strategy Cash flow / budgeting Executive
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Andrew N

Series 66

Jamestown, NY

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Louis D

Series 63

Lakewood, NY

Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Samuel F

Series 66

Jamestown, NY

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Douglas S

ChFC®, Series 63, Series 65

Jamestown, NY

NWF Advisory Services Inc

Wealth management Active portfolio management
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Daniel H

Series 63, Series 65

Jamestown, NY

Newedge Advisors

Founder/Business Owner Executive
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Jillian J

Series 63

Jamestown, NY

Equity Services, inc.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Passive / index investing Long-term care insurance Founder/Business Owner Retired
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Noah W

Series 66

Jamestown, NY

NWF Advisory Services Inc

Wealth management Active portfolio management
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David A

Series 66

Jamestown, NY

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Devin C

Series 63, Series 65

Lakewood, NY

Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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