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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 30 financial advisors of 71 near 29501

Out of 400,000+ nationwide

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Lauren K

Series 66

Florence, SC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nancy M

Series 66

Darlington, SC

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy Planning for children with special needs Wealth management Military & Veterans
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Mark W

CFP®, Series 66

Florence, SC

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Founder/Business Owner
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Janelle W

CFP®, Series 66

Florence, SC

Edward Jones

Divorce financial planning General estate planning guidance Founder/Business Owner
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Sharon A

CFP®, Series 66

Florence, SC

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Religious/faith focused
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Nicole H

Series 63, Series 65

Florence, SC

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Frank O

Series 66

Florence, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Cash flow / budgeting
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David C

CFP®, ChFC®, Series 66

Darlington, SC

Edward Jones

General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Coy K

Series 63, Series 65

Darlington, SC

Kirby Financial Associates, LLC
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Conrad S

CFP®, Series 65

Florence, SC

Seastrunk Financial Management, LLC
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