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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 25705

Out of 400,000+ nationwide

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Ethan L

Series 65

Barboursville, WV

Layne Financial Group

Factor investing / smart beta Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Joseph S

Series 63

President & Ceo, WV

The Spano Group Wealth Managers

Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Active portfolio management Options & derivatives strategies
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Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Options & derivatives strategies Concentrated stock management Retirement income strategy
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Anthony P

Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Options & derivatives strategies Concentrated stock management Retirement income strategy
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Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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Michael H

CFP®, Series 66

Lexington, KY

Keystone Financial Group, LLC

Founder/Business Owner Retired
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Sarah A

Series 66

Huntington, WV

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Dennis B

Series 63, Series 66

Ashland, KY

FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Charles S

Series 63, Series 65

Huntington, WV

VOYA Financial Advisors, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement
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