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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 105 near 43416

Out of 400,000+ nationwide

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Brandon R

CFP®, Series 66

Toledo, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Brian G

CFP®, Series 66

Elmore, OH

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Jerrad S

Series 63, Series 65

Oak Harbor, OH

Edward Jones

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

Series 66

Fremont, OH

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused
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Michelle R

CFP®, Series 66

Fremont, OH

Edward Jones

Divorce financial planning Retirement income strategy Wealth management Inheritance planning General estate planning guidance Women Professionals
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Austin D

CFP®, ChFC®, Series 66

Genoa, OH

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance
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Gerald O

Series 63, Series 66

Toledo, OH

Fidelity

Jerry Owens is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in advising individuals and families on financial planning and investment strategies. Prior to his current role, Jerry served as a Private Client Advisor at JP Morgan from 2019 to 2021, and as a Financial Advisor at AIG - Valic Financial Advisors from 2015 to 2019. He also worked as a Workplace Planning & Guidance Consultant at Fidelity Investments between 2014 and 2015. Outside of his professional career, Jerry has personal interests that include beach activities, comedy, cooking and baking, fitness, food, and football.

Wealth management Cash flow / budgeting
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Heather B

Series 66

Toledo, OH

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Justin K

Series 63

Rossford, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Courtney H

Series 66

Genoa, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Inheritance planning Active portfolio management Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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