Direct booking

firm logo

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 33436

Out of 400,000+ nationwide

firm logo

Alonso R

CFP®

Boca Raton, FL

Advise Financial

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNERâ„¢ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner Executive Gen X (Born 1965-1980)
user avatar
firm logo

Stacey S

Series 66

Atlantis, FL

Aurelia Capital Advisors, Inc.

General retirement planning Income planning Passive / index investing
user avatar
firm logo

Jason K

CFP®, Series 66

Highland Beach, FL

Grow Planning, LLC

Business ownership considerations Cash flow / budgeting Debt management Self-Employed
user avatar

Steven S

Series 65

Boynton Beach, FL

Leslie Gale Advisors, LLC

Active portfolio management Passive / index investing Private / alternative investments
user avatar

Charles A

Series 63, Series 65

Boca Raton, FL

Ideas in Finance

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar
firm logo

Eric S

Series 63, Series 66

Boca Raton, FL

Sikes Financial Services, LLC

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Lior R

Series 63, Series 65, Series 66

Boca Raton, FL

147th Group LLC

Active portfolio management Wealth management
user avatar
firm logo

Scott H

Series 63, Series 65

Boca Raton, FL

S.H. Capital Management Corp.

Wealth management
user avatar
firm logo

Harlan F

CFP®, CFA®, Series 65

Boynton Beach, FL

BrightPath Financial, Inc.

General retirement planning Income planning General tax planning Wealth management Active portfolio management Executive Retired Founder/Business Owner Approaching retirement Established Professionals
user avatar
firm logo

Philippe K

Series 63, Series 65

Delray Beach, FL

Pip Capital & Consulting, LLC

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.