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 30506

Out of 400,000+ nationwide

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Raymond H

Series 65

Gainesville, GA

Comprehensive Financial Planning Inc

Concentrated stock management General retirement planning
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Roy L

CFP®, Series 63, Series 66

Gainesville, GA

Larsen Wealth Management, LLC

Annuities Social Security optimization Options & derivatives strategies Private / alternative investments
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Tracey G

CFP®, Series 63, Series 65

Gainesville, GA

Blossom Balance LLC

Annuities General estate planning guidance
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William G

Series 63, Series 66

Gainesville, GA

W.A. Griffin Financial Services Inc.

Options & derivatives strategies Tax-loss harvesting Retirement income strategy College savings (529s, UTMA, etc.)
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Carson B

Series 63, Series 66

Dawsonville, GA

ReliaStar Capital Management, Inc.

Wealth management
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Amy A

CFP®

Dawsonville, GA

Michael L. Ball, CPA, LLC

Wealth management
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Martin S

Series 66

Gainesville, GA

Capital Investment Partners LLC

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning
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Joseph H

Series 65

Flowery Branch, GA

Steward Advisors Group, LLC

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy
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John B

Series 65

Dawsonville, GA

ReliaStar Capital Management, Inc.

Wealth management
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John A

Series 65

Gainesville, GA

Anderson Advisors, Inc.

Wealth management Passive / index investing
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