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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 20874

Out of 400,000+ nationwide

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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Divorce financial planning College savings (529s, UTMA, etc.)
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities
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David M

CFA®

Germantown, MD

Parkview Capital LLC

Options & derivatives strategies Real estate investing
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Veska K

Series 66

Chevy Chase, MD

ACI Group

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Key person insurance & risk mitigation Tax strategies for small businesses Founder/Business Owner Executive
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John H

Series 63, Series 66

Sterling, VA

Alpha Strategies Corporation

Wealth management Private / alternative investments Real estate investing
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John P

CFP®, Series 63, Series 65

Rockville, MD

Cwm Financial Group, Inc.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Samuel A

ChFC®, Series 63, Series 65

Kensington, MD

Laser Wealth Management, LLC

General tax planning
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Mary T

ChFC®, Series 65

Gaithersburg, MD

Serene Financial Solutions

Social Security optimization Debt management Business exit / sale strategy Founder/Business Owner
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Sara C

Series 65

Silver Spring, MD

Plein Air Capital Advisers, LLC

Active portfolio management Concentrated stock management
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Alexander R

Series 65

Silver Spring, MD

Ruda Financial

Wealth management General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.)
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