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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 79 near 49017

Out of 400,000+ nationwide

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Desie H

Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management Military & Veterans Doctor or Medical Professional Engineering Professional
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Karen R

CFP®, Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy General retirement planning
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Lori N

CFP®, Series 66

Richland, MI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Executive
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Michael W

Series 66

Battle Creek, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Jordan B

Series 66

Battle Creek, MI

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy ESG / Sustainable investing Young Professionals
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Taylor G

Series 66

Marshall, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning
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Katie A

Series 66

Battle Creek, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning ESG / Sustainable investing Military & Veterans Founder/Business Owner Newlywed/Engaged Young Families
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Abram S

CFP®, Series 63, Series 66

Marshall, MI

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management
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Jason R

Series 63, Series 66

Marshall, MI

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Justin S

CFP®, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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