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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 41 near 40342

Out of 400,000+ nationwide

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Amzie W

Series 66

Frankfort, KY

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer
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Chasidy Y

Series 63, Series 65

Lawrenceburg, KY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning
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Jonathon T

Series 63, Series 66

Versailles, KY

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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James D

Series 63

Frankfort, KY

Private Client Services, LLC
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Kevin D

Series 66

Frankfort, KY

Wesbanco Securities, Inc.
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Jason H

Series 63, Series 65

Lawrenceburg, KY

Transamerica Financial Advisors
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Daniel M

Series 66

Versailles, KY

PNC Wealth Management
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Natalie T

Series 66

Frankfort, KY

Osaic Advisory Services, LLC
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Robert G

CFP®, Series 66

Frankfort, KY

Osaic Advisory Services, LLC
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Jacob L

CFP®, Series 63

Lawrenceburg, KY

Savvy
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