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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 18 financial advisors of 18 near 49337

Out of 400,000+ nationwide

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Tina W

CFP®, Series 66

Fremont, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Inheritance planning
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Dean F

Series 66

Fremont, MI

Edward Jones

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

Series 66

Fremont, MI

Edward Jones

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

Series 66

Newaygo, MI

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Military & Veterans Founder/Business Owner
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Travis B

Series 63, Series 66

Newaygo, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Benjamin S

Series 66

Fremont, MI

The Life Group Financial Services
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Kyleigh K

Series 63, Series 65

Columbus, OH

The huntington Investment company
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Ryan H

Series 63, Series 65

Fremont, MI

The huntington Investment company
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Steven B

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.
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Scott O

Series 63, Series 65

Leesburg, VA

Centaurus Financial, Inc.
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