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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 36 near 17972

Out of 400,000+ nationwide

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Melissa V

Series 66

Orwigsburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Robert E

Series 66

Pottsville, PA

Ameriprise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy General retirement planning Doctor or Medical Professional
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Taunia G

CFP®, Series 63

Schuylkill Haven, PA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Intergenerational Families Divorced
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Matthew E

Series 66

Tamaqua, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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David D

Series 63, Series 65

Hamburg, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Frederick Y

CFA®, Series 63

Cressona, PA

Yuenling Asset Management
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William H

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.
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Russell S

CFP®, Series 63, Series 66

Tamaqua, PA

IAMS Wealth Management, LLC
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James M

Series 63, Series 65

Pottsville, PA

Oppenheimer
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John K

Series 66

Schuylkill Haven, PA

Geneos Wealth Management, Inc.
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