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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 85 near 40065

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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Ashley C

CFP®, Series 66

Shelbyville, KY

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Jennifer C

Series 66

Shelbyville, KY

Fidelity

Jenn Czubak is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans. Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and support around estate planning considerations.

General retirement planning Retirement income strategy Income planning Life insurance needs analysis General estate planning guidance
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Matthew W

CFP®, Series 66

Crestwood, KY

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner
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Edward N

ChFC®

Pewee Valley, KY

Clear Trace, LLC
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Charles R

CFP®, Series 65

Shelbyville, KY

Illuminate Wealth Management
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Richard W

Series 65

Taylorsville, KY

Robert M Walker & Associates
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Erin G

Series 65

Smithfield, KY

Bookends Financial Planning
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Tabitha T

CFP®, Series 65

Louisville, KY

Coats Financial Planning
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Emily B

CFP®

Louisville, KY

Coats Financial Planning
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