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)

Advisors near 28804

Out of 400,000+ nationwide

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Anne M

CFP®, Series 65

Weaverville, NC

Integrated Financial Coaching and Planning

Charitable giving & philanthropy Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k) Women Professionals
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John C

CFP®, ChFC®, Series 63, Series 65

Asheville, NC

Coleman Advisory, LLC

Retirement income strategy Income planning Social Security optimization Medicare planning Annuities Retired Founder/Business Owner Executive Approaching retirement
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William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Steven P

CFP®

Asheville, NC

Pollock Planning Associates Inc.

General tax planning General estate planning guidance
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Justinn S

CFP®

Asheville, NC

Veyla Financial

Cash flow / budgeting Debt management General retirement planning Educators, Teachers, and Academics Consultant Mid-Career Professionals
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Warren O

Series 65

Black Mountain, NC

Springboard Financial Services

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Young Professionals
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Matthew B

Series 63, Series 65

Fletcher, NC

Brick Street Equity Management, LLC

Active portfolio management
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Jack S

Series 66

Asheville, NC

Agile Investments

Active portfolio management Wealth management
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Bray C

CFP®, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jessie G

CFP®, Series 65, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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