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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 12 financial advisors of 12 near 23093

Out of 400,000+ nationwide

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Michael J

Series 66

Louisa, VA

Edward Jones

Business ownership considerations Retirement income strategy Income planning General retirement planning Military & Veterans Founder/Business Owner
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Patrick M

CFP®, Series 66

Palmyra, VA

Fidelity

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Wealth management Active portfolio management
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Tyler H

Series 66

Gordonsville, VA

Edward Jones

Wealth management General estate planning guidance Multi-generational wealth transfer Government Employee
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Shawn H

Series 63, Series 65

Zion Crossroads, VA

Strategic Wealth Investment Group, LLC
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Mark H

Series 63, Series 65

Zion Crossroads, VA

Oppenheimer
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Emily C

Series 66

Arlington, VA

Raymond James Financial
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Robin D

Series 66

Palmyra, VA

Fidelity
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Michael P

Series 63, Series 65

Bumpass, VA

Mass Mutual Investors Services
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Chad D

Series 66

Palmyra, VA

Fidelity
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John T

Series 63, Series 66

Mineral, VA

LPL Financial
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