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 15102

Out of 400,000+ nationwide

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Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Gary S

CFP®, Series 63, Series 65

Canonsburg, PA

Storie Financial Advisory LLC

Passive / index investing Active portfolio management General estate planning guidance
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Jay P

Series 66

Pittsburgh, PA

ClearPeak Capital Management

Options & derivatives strategies
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Thomas F

CFA®, Series 63

Pittsurgh, PA

Emmanuel Capital Management, LLC

College savings (529s, UTMA, etc.) General retirement planning Wealth management Cash flow / budgeting
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Michael M

Series 66

Pittsburgh, PA

Solid Oak Advisory

Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Private / alternative investments
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Michael G

ChFC®, Series 63

Canonsburg, PA

Giffin Planning Services, Inc.

Annuities
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Mark D

Series 65

Mc Keesport, PA

Digiorgio Capital Management, Inc.

Wealth management
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Chad B

Series 65

Pittsburgh, PA

Peridot Capital Management

Active portfolio management Retirement income strategy General retirement planning Options & derivatives strategies Retired Young Professionals Approaching retirement
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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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David M

Series 65

Pittsburgh, PA

WealthProtect Advisors LLC

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Annuities
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