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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 100 near 47401

Out of 400,000+ nationwide

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Isaiah M

Series 63, Series 66

Bloomington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Jason L

Series 66

Bloomington, IN

Edward Jones

General retirement planning Professional Athlete Entertainment Industry Educators, Teachers, and Academics Doctor or Medical Professional Religious/faith focused
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Aaron D

Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Planning for children with special needs Military & Veterans Young Professionals
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Joel S

Series 66

Bloomington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy LGBTQIA Intergenerational Families
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Aubrey W

CFP®, Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Savanah W

CFP®, Series 66

Bloomington, IN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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Marcus R

CFP®, Series 66

Spencer, IN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Michael B

Series 66

Bloomington, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management
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Justin T

Series 65

Ellettsville, IN

Truell Financial LLC

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Zhuohua H

CFA®

Bloomington, IN

Mulberry Investors LLC

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