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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 24201

Out of 400,000+ nationwide

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Dirk C

CFP®, Series 66

Bristol, TN

Crandell Financial Planning, LLC

General retirement planning Income planning Tax strategies for small businesses Wealth management Medicare planning Founder/Business Owner Retired
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George P

CFP®, Series 65

Bristol, VA

Parks Investment Management, LLC

Active portfolio management
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Carter L

CFP®, Series 63, Series 65

Bristol, VA

American Values Investments, Inc.

Passive / index investing Active portfolio management
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Christopher S

Series 63, Series 65

Abingdon, VA

Southland Equity Partners, LLC.

Wealth management General tax planning
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Daniel T

Series 66

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing
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Tyler C

CFP®, Series 65

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing
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Jonathan W

Series 66

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing
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Justin L

Series 65

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing
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Jonathan L

CFP®, Series 63

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing
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Steven G

Series 63, Series 66

Abingdon, VA

On Investment Management CO

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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