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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 61 near 50036

Out of 400,000+ nationwide

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Austin W

Series 63, Series 66

Ames, IA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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John T

Series 63, Series 66

Ames, IA

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College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Perry O

CFP®, Series 66

Boone, IA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Shellie G

CFP®, Series 66

Boone, IA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Wealth management
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Eric B

CFP®, Series 66

Ames, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Josiah S

CFP®, Series 66

Ames, IA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner Executive
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Kevin H

CFP®, Series 66

Boone, IA

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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Andrew M

Series 66

Ames, IA

Edward Jones

Wealth management Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Stewart H

Series 63

Ames, IA

Green Belt Investment Services
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Andrew R

Series 63, Series 65

Boone, IA

Russell Wealth Advisors
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