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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 83 near 46755

Out of 400,000+ nationwide

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David F

CFP®, Series 66

Auburn, IN

Edward Jones

Retirement income strategy Divorce financial planning
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Duane S

Series 66

Garrett, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance
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Eric B

Series 66

Auburn, IN

Edward Jones

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

Series 66

Auburn, IN

Edward Jones

Multi-generational wealth transfer ESG / Sustainable investing Executive Financial Professional Public Service Employee
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Benjamin S

CFP®, Series 66

Kendallville, IN

AMI Investment Management Inc

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Victoria K

Series 65

Kendallville, IN

AMI Investment Management Inc

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Jared F

CFP®

Kendallville, IN

AMI Investment Management Inc

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Michael A

CFA®, Series 65

Kendallville, IN

AMI Investment Management Inc

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Erin M

Series 66

Auburn, IN

Pathway Financial Advisers, LLC

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David T

CFP®, Series 66

Auburn, IN

Pathway Financial Advisers, LLC

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