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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 40 near 48849

Out of 400,000+ nationwide

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Madison C

Series 66

Hastings, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Educators, Teachers, and Academics Women Professionals
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Zachary K

Series 66

Lake Odessa, MI

Edward Jones

Business exit / sale strategy Business succession planning Business Financial Management
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Christopher G

Series 63, Series 66

Lowell, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Mason G

Series 66

Lowell, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Values-based investing Christian Faith Based
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Drew S

Series 66

Ionia, MI

Edward Jones

General retirement planning Wealth management Young Professionals
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Andrew C

CFP®, Series 63, Series 65

Hastings, MI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Planning for children with special needs
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Thomas W

Series 66

Ionia, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Malcolm T

Series 66

Portland, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Family Business Wealth management General estate planning guidance Military & Veterans
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Jeffrey D

Series 66

Hastings, MI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kevin B

CFP®, Series 66

Hastings, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance
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