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 34655

Out of 400,000+ nationwide

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William H

Series 65, Series 66

Odessa, FL

William D Hughes

Wealth management Active portfolio management
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Ralph M

Series 63, Series 65

Odessa, FL

Carter Ridge Strategic Advisors

Active portfolio management Options & derivatives strategies
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Leo W

Series 63, Series 66

New Port Richey, FL

1st Financial LLC

Active portfolio management
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George R

Series 65

Land O Lakes, FL

Alitus Financial Services

Equity compensation tax strategy Options & derivatives strategies General tax planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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Matt F

CFP®

Land O Lakes, FL

Made Financial Design

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)
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Samuel M

Series 63, Series 65

Tampa, FL

S.mart Advising Inc

Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Michael K

CFP®, Series 63, Series 65

Palm Harbor, FL

Klimis & Associates Advisory, Inc.

General retirement planning Annuities Wealth management
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Richard P

Series 63, Series 65

New Port Richey,, FL

The Money Guys

General retirement planning Retirement income strategy
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Brandon G

CFP®, Series 63, Series 65

Palm Harbor, FL

Ridgeview Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Keith D

Series 63, Series 65

Palm Harbor, FL

Johnson Dunn Capital Advisors, Inc.

Active portfolio management Real estate investing
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