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 33543

Out of 400,000+ nationwide

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Dana L

Series 63, Series 65

Wesley Chapel, FL

Capital Wise Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Approaching retirement
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Alexander B

Series 66

Tampa, FL

Portfoliolab

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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Dawson R

Series 63, Series 65, Series 66

Wesley Chapel, FL

Ransome Asset Management

Options & derivatives strategies Active portfolio management
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Pritam D

Series 65

Wesley Chapel, FL

Wealth Compounders LLC

Options & derivatives strategies
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Jeremy D

ChFC®, Series 63, Series 65

Zephyrhills, FL

Noble Wealth

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Jonathan B

CFP®, Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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Christopher C

Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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Michael G

Series 66

Wesley Chapel, FL

BRIA Capital Group, LLC

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Retired Approaching retirement
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John B

Series 63

Tampa, FL

Highstreet Financial, LLC

Active portfolio management Options & derivatives strategies Annuities
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Alex D

Series 65

San Antonio, FL

Cerasus Advisors Inc

Active portfolio management Options & derivatives strategies Concentrated stock management
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