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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 30 financial advisors of 110 near 40047

Out of 400,000+ nationwide

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Casey F

CFP®

Fisherville, KY

Carriage House Planning LLC

We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp

Cash flow / budgeting Wealth management General retirement planning Young Families Parents
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Derek D

CFP®, Series 66

Shepherdsville, KY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management
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Caleb V

CFP®, Series 66

Louisville, KY

Edward Jones

Business exit / sale strategy Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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Joel S

CFP®, Series 66

Jeffersontown, KY

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Marcus F

CFP®, Series 66

Louisville, KY

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Doctor or Medical Professional Women Professionals
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David R

Series 66

Jeffersontown, KY

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Kristen H

Series 66

Mt Washington, KY

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Hilary P

CFP®, Series 63, Series 66

Louisville, KY

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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Anita L

CFP®, Series 66

Louisville, KY

Inspire Private Wealth Management
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Patrick L

CFP®, CFA®

Louisville, KY

Lach Financial
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