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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 48051

Out of 400,000+ nationwide

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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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Michael S

Series 63, Series 65

Chesterfield, MI

MJS Capital Inc.

General retirement planning Cash flow / budgeting
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Jonathan P

CFP®, CFA®

Fair Haven, MI

Waterford Financial Management, LLC

Wealth management Active portfolio management Passive / index investing Real estate investing
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Jeffrey B

Series 65

Clinton Township, MI

Legacy Wealth Advisors, LLC

General estate planning guidance Attorney Founder/Business Owner
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Kenneth S

Series 63, Series 65

Richmond, MI

Simmons Financial Services, Inc.

Attorney
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Reno F

CFP®, Series 63, Series 65

Sterling Heights, MI

Smart Money Financial Advisors, LLC

General retirement planning Retirement income strategy Annuities General tax planning
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Donald C

Series 63, Series 65

Clinton Township, MI

Premier Estate Planners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Retirement income strategy
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Thomas M

Series 63, Series 65

Clinton Township, MI

Premier Estate Planners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Retirement income strategy
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Gregory C

Series 63, Series 65

Clinton Township, MI

Legacy Wealth Advisors, LLC

General estate planning guidance Attorney Founder/Business Owner
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Zachary B

CFP®, Series 63, Series 65

Sterling Heights, MI

Summit Financial Working with People You Trust

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Long-term care insurance Life insurance needs analysis Retired
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