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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 48105

Out of 400,000+ nationwide

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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

Able Wealth Management Solutions LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Samuel F

Series 66

Ann Arbor, MI

Fineberg Wealth Management, LLC

Options & derivatives strategies Concentrated stock management
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Craig M

Series 63, Series 65

Dexter, MI

XLM Capital Management

Active portfolio management Options & derivatives strategies
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Robert B

Series 66

Northville, MI

Physicians' Financial L.C.

General tax planning Wealth management Passive / index investing Doctor or Medical Professional
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Omar E

CFP®, Series 63, Series 65

Northville, MI

Olive Tree Asset Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Surin M

Series 65

Ann Arbor, MI

Milieu Personal Finance LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Scientific Professional University Employee Mid-Career Professionals
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John M

CFP®, Series 63, Series 65, Series 66

Northville, MI

Asset Architects, LLC

General retirement planning Cash flow / budgeting
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