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)

Top 30 financial advisors of 40 near 18219

Out of 400,000+ nationwide

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Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning ESG / Sustainable investing
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Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

General estate planning guidance Wealth management Retirement income strategy General retirement planning
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Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC
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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.
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Eric B

CFP®

Sugarloaf, PA

Northeast Advisers, Inc.
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Andrea E

CFP®, Series 63

Berwick, PA

Hornor, Townsend & kent, LLC
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Brad W

Series 66

Mifflinville, PA

Lincoln Investment
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