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 32413

Out of 400,000+ nationwide

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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Options & derivatives strategies Annuities Real estate investing
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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

General estate planning guidance Cash flow / budgeting
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Michael G

ChFC®, Series 63, Series 65

Panama City, FL

22 Seven Wealth Management Inc

General retirement planning Social Security optimization Wealth management
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Jeremy S

Series 65

Panama City, FL

CPA Group Investment Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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Treyton D

Series 65

Panama City Beach, FL

Allstreet Wealth

Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance Founder/Business Owner
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Benjamin H

CFA®, Series 63, Series 65

Panama City Beach, FL

Tradition Investment Management, LLC

Annuities
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Douglas G

PFS™, Series 65

Panama City, FL

CPA Group Investment Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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William B

Series 63, Series 65

Alys Beach, FL

Meddent Solutions

Wealth management Income planning Charitable giving & philanthropy Dentist
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John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

Active portfolio management
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John B

Series 65

Inlet Beach, FL

QM Advisors LLC

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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