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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 44142

Out of 400,000+ nationwide

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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Annuities
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Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Passive / index investing Wealth management
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Michael V

Series 65

Cleveland, OH

Volition Financial Network, LLC

Active portfolio management
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Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
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Dave F

CFP®, CPA

Berea, OH

Flegal Financial Planning

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

General tax planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Ronald R

Series 65

Lakewood, OH

Ronald J. Rich Financial Advising

Options & derivatives strategies
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Anthony B

Series 63, Series 65

Olmsted Falls, OH

Budak Financial Group, LLC

General retirement planning Income planning General tax planning
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Thomas B

CFP®, Series 63, Series 65

Independence, OH

Behlke Financial

Equity compensation tax strategy Charitable giving & philanthropy
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Thomas C

Series 63

Independence, OH

Gateway Asset Management, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Kenneth B

CFP®, Series 63, Series 65

Bratenahl, OH

Integrity First Planners, Inc.

Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Disability insurance General estate planning guidance Cash flow / budgeting Executive Retired
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