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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 50216

Out of 400,000+ nationwide

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Griffin M

Series 65

Denver, CO

Aegis Wealth Management, Inc.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Kevin H

Series 63, Series 65

Lakewood, CO

Aegis Wealth Management, Inc.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Brandt G

Series 66

Guthrie Center, IA

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Andrew B

Series 66

Perry, IA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Melissa L

CFP®, Series 66

Guthrie Center, IA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning
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Alexander S

Series 63, Series 66

Waukee, IA

Kestra Advisory

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Aaron S

Series 66

Perry, IA

Kestra Advisory

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David G

Series 66

Panora, IA

Edward Jones

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