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 49042

Out of 400,000+ nationwide

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Eric B

CFA®, Series 63

Middlebury, IN

America First Investment Advisors LLC

Wealth management
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Richard H

Series 63, Series 66

Elkhart, IN

Atlantis Wealth Advisors LLC

Medicare planning Charitable giving & philanthropy Wealth management Debt management
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Dennis B

CFA®, Series 63

Middlebury, IN

Timucúan Asset Management Inc.

Active portfolio management Wealth management Founder/Business Owner Executive
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Vincent V

Series 63, Series 65

Three Rivers, MI

United Advisors America

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
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Donald K

Series 63, Series 65

Middlebury, IN

Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ross H

CFP®, Series 66

Bristol, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Wealth management Founder/Business Owner
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Marcus L

CFP®, Series 63

Sturgis, MI

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Charles M

Series 63, Series 66

Sturgis, MI

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jordan B

Series 66

Three Rivers, MI

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paul D

Series 63, Series 65

Bristol, IN

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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