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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 32 near 29620

Out of 400,000+ nationwide

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Dustin W

Series 66

Greenwood, SC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Dan W

Series 66

Greenwood, SC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Retirement withdrawal strategies Founder/Business Owner
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Phillip B

Series 63, Series 66

Greenwood, SC

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Richard H

Series 63, Series 66

Greenwood, SC

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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Alexander B

Series 66

Greenwood, SC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Jennifer E

Series 63, Series 66

Abbeville, SC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retirement withdrawal strategies
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Justin B

Series 66

Abbeville, SC

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management Military & Veterans Educators, Teachers, and Academics
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Taylor S

CFA®, Series 63, Series 65

Greenwood, SC

Stokes Capital Advisors, LLC
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John C

CFP®, Series 63, Series 65

Greenwood, SC

Greenwood Capital Associates, LLC
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Karen S

Series 65

Greenwood, SC

Greenwood Capital Associates, LLC
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