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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 71 near 45845

Out of 400,000+ nationwide

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Ross B

Series 63

New Bremen, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Bryson L

CFP®, Series 66

Sidney, OH

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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Dominique C

Series 66

Sidney, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Andrew S

Series 66

Sidney, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Cash flow / budgeting
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Jason C

Series 66

Anna, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Ryan L

Series 66

St Henry, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Sarah S

Series 63, Series 65

Sidney, OH

U.S. Bancorp Advisors, LLC
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Jordan R

Series 66

Sidney, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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Barbara B

Series 63, Series 66

Sidney, OH

U.S. Bancorp Advisors, LLC
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Sarah S

Series 66

Sidney, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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