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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 67 near 44811

Out of 400,000+ nationwide

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Melissa D

Series 66

Huron, OH

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies 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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Sarah H

CFP®, Series 66

Clyde, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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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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Eric K

Series 66

Sandusky, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Bradley D

CFP®, Series 66

Norwalk, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Andrea L

Series 66

Norwalk, OH

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Brendan W

Series 66

Sandusky, OH

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning
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Jason B

CFP®, Series 66

Strongsville, OH

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Adam S

Series 65

Norwalk, OH

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