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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 37128

Out of 400,000+ nationwide

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Jason T

ChFC®, Series 63

Murfreesboro, TN

Jason Tate Financial Consulting, LLC

Social Security optimization General retirement planning Income planning General tax planning
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Larry C

Series 63

Murfreesboro, TN

Retirement Capital Management, LLC

General retirement planning Retirement income strategy Income planning Active portfolio management Passive / index investing
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Paul B

Series 65

Murfreesboro, TN

Clearstone Wealth Management, LLC

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning General tax planning
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Blake C

Series 63, Series 65

Nolensville, TN

SMEAC Financial, LLC

Active portfolio management Options & derivatives strategies Real estate investing
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William M

Series 66

Nolensville, TN

Retirement Planning Solutions, LLC

Annuities
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Michael H

CFP®, Series 63

Murfreesboro, TN

Hull Wealth Management

Retirement income strategy Wealth management Long-term care insurance
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Daren C

CFP®, Series 66

Murfreesboro, TN

First Family Wealth

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Phillip G

CFP®

Murfreesboro, TN

Longview Financial Advisors, Inc.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
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Andrew C

CFP®, Series 63, Series 65

Nolensville, TN

Alongside Wealth Advisors, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive
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Dana P

Series 65

Murfreesboro, TN

First Family Wealth

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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