Direct booking

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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 48603

Out of 400,000+ nationwide

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Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

General retirement planning Cash flow / budgeting
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Timothy C

CFP®, ChFC®, Series 63, Series 65

Bridgeport, MI

Tim Crawford CPA

Annuities Options & derivatives strategies Real estate investing
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Mark R

Series 66

Bay City, MI

Recker Financial LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Christopher K

Series 63, Series 65

Saginaw, MI

Kuli Capital Management

Active portfolio management Concentrated stock management
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Lee F

ChFC®, Series 63

Bay City, MI

Professional Analysts, LLC

General estate planning guidance Cash flow / budgeting Retirement income strategy Life insurance needs analysis
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Steven O

Series 65

Bay City, MI

Brown Financial Planning LLC

Income planning Equity compensation tax strategy Tax-loss harvesting Cash flow / budgeting
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Nathan B

CFP®, Series 65

Bay City, MI

Brown Financial Planning LLC

Income planning Equity compensation tax strategy Tax-loss harvesting Cash flow / budgeting
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David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

General retirement planning Income planning
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Richard M

Series 63, Series 66

Frankenmuth, MI

Richmark Private Wealth Management

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Jeffrey B

Series 65

Bay City, MI

DBS Investment Advisers, LLC

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