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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 84 near 42003

Out of 400,000+ nationwide

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Heath B

CFP®, Series 63, Series 65

Paducah, KY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management
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Ellie S

Series 66

Paducah, KY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Laura D

CFP®, Series 66

Paducah, KY

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Blake S

CFP®, Series 66

Paducah, KY

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Passive / index investing Wealth management
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Justin F

Series 66

Metropolis, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Benjamin B

CFA®, Series 66

Paducah, KY

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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Mike S

Series 66

Paducah, KY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Wealth management Founder/Business Owner
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Crissy B

CFP®, ChFC®, Series 66

Paducah, KY

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Adam W

Series 66

Paducah, KY

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Crystal J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC
Warmer team member

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