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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)

Advisors near 43512

Out of 400,000+ nationwide

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David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

Passive / index investing Real estate investing Wealth management Cash flow / budgeting
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Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Kyler B

Series 65

Defiance, OH

Northfort Financial, LLC

Wealth management General tax planning
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Caleb F

Series 63, Series 65

Defiance, OH

Blue Jay Financial Group, LLC

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason B

CFP®, Series 66

Defiance, OH

Blue Jay Financial Group, LLC

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael W

Series 65

Defiance, OH

Blue Jay Financial Group, LLC

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brian T

Series 63

Defiance, OH

Wesbanco Securities, Inc.

Options & derivatives strategies ESG / Sustainable investing
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Stefan F

Series 63

Napoleon, OH

On Investment Management CO

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Corina K

Series 63, Series 65

Defiance, OH

Trek Financial

Tax-loss harvesting Options & derivatives strategies Passive / index investing Private / alternative investments Active portfolio management Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Values-based investing
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