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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 108 near 49103

Out of 400,000+ nationwide

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John S

Series 66

Dowagiac, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs
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Jennifer S

CFP®, Series 66

Niles, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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David M

CFP®, Series 66

Saint Joseph, MI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Lisa H

Series 66

St Joseph, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Douglas W

Series 66

Bridgman, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Cash flow / budgeting
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Brian C

Series 66

St Joseph, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Jose O

CFP®, Series 66

Niles, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Shane S

CFP®, Series 66

Niles, MI

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Women Professionals Widow/Widower
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Darin S

CFP®, Series 66

Edwardsburg, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Samuel H

Series 66

Berrien Springs, MI

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Military & Veterans
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