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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 45810

Out of 400,000+ nationwide

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Jared W

CFP®, Series 66

Lima, OH

Reservoir Wealth Management

General retirement planning Income planning Tax strategies for small businesses General estate planning guidance Founder/Business Owner Retired
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Zachary D

Series 65

Ada, OH

Streamline Financial Strategies Ltd

Annuities
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Brynn T

Series 65

Ada, OH

Streamline Financial Strategies Ltd

Annuities
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Shawn G

Series 65

Lima, OH

Reservoir Wealth Management

General retirement planning Income planning Tax strategies for small businesses General estate planning guidance Founder/Business Owner Retired
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Orrie A

CFP®, ChFC®, Series 66

Bluffton, OH

Creative Financial Designs, Inc.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Kathi D

Series 66

Bluffton, OH

Creative Financial Designs, Inc.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Joshua M

Series 66

Bluffton, OH

Creative Financial Designs, Inc.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Stephen M

CFP®, Series 66

Kenton, OH

Private Client Services, LLC

Options & derivatives strategies Tax-loss harvesting
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Suzanne W

Series 63, Series 66

Bluffton, OH

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Cory K

CFP®, Series 63, Series 65

Columbus Grove, OH

OSAIC

Annuities Founder/Business Owner Executive Retired
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