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 37416

Out of 400,000+ nationwide

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Daryl C

Series 65

Hixson, TN

Haddon Group LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Retirement income strategy Passive / index investing
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Kevin L

Series 66

Chattanooga, TN

Lattice Wealth Advisors

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Roland M

CFP®, ChFC®

Chattanooga, TN

Mountaintop Wealth

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

College savings (529s, UTMA, etc.) General retirement planning African Americans/Black Gen X (Born 1965-1980)
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Kevin F

Series 63, Series 65

Chattanooga, TN

Fuerst Financial Group, Inc.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Executive
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Frenise M

Series 66

Chattanooga, TN

Mann Financial Consulting Services

General retirement planning College savings (529s, UTMA, etc.) Annuities Wealth management
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Russell B

Series 66

Chattanooga, TN

Bigham Wealth Advisory LLC

Options & derivatives strategies Founder/Business Owner
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Richard D

Series 66

Chattanooga, TN

Rich Dewitt Wealth Management LLC

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Aaron W

Series 66

Signal Mountain, TN

Westrate Capital Management, Inc.

General retirement planning College savings (529s, UTMA, etc.) Tax-loss harvesting
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Joshua L

CFA®, Series 63, Series 66

Ooltewah, TN

CLP Asset Management, LLC

Annuities
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Tague G

CFA®, Series 63

Chattanooga, TN

Pantheon Investment LLC

Private / alternative investments Financial Professional
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