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 39056

Out of 400,000+ nationwide

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Tax-loss harvesting Social Security optimization Roth conversion strategy Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Vinicius N

CFP®, CPA

Madison, MS

Elevated Retirement Financial Services

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Wealth management General retirement planning General tax planning Approaching retirement Dual Income Family
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Travis W

CFP®, CFA®, Series 63, Series 66

Madison, MS

Collaborative Advice

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Active portfolio management
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Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning
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Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Wealth management
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Tiffany B

CFP®

Ridgeland, MS

Bergland Wealth Management, Inc.

General retirement planning Tax strategies for small businesses
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Gene Y

Series 63, Series 65

Jackson, MS

Abridge Partners, LLC

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Annuities
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Tom D

Series 65

Ridgeland, MS

Davenport Watts & Drake Investment Advisors, LLC

Cash flow / budgeting
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