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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)

Top 25 financial advisors of 25 near 37862

Out of 400,000+ nationwide

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Brandon L

Series 66

Seymour, TN

Edward Jones

Retirement income strategy Active portfolio management
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Bryce B

Series 66

Dandridge, TN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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Amanda V

Series 66

Sevierville, TN

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Women's Finance Women Professionals
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Michael M

Series 63, Series 65, Series 66

Seymour, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Founder/Business Owner
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Chad D

Series 66

Sevierville, TN

Edward Jones

ESG / Sustainable investing Founder/Business Owner Public Service Employee Educators, Teachers, and Academics Real Estate Professional Religious/faith focused
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Barry M

CFA®

Gatlinburg, TN

McCarter Investments, LLC
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Michael S

Series 65

Seymour, TN

Financial Gravity Family Office Services, LLC
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Thomas S

Series 63, Series 65

Knoxville, TN

FIFTH THIRD SECURITIES, Inc.
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Travis J

Series 66

Sevierville, TN

Private Advisor Group, Llc
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Andrew W

CFP®, Series 63

Sevierville, TN

Silver Oak Securities, Incorporated
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