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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 30 near 51401

Out of 400,000+ nationwide

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Lindsey H

Series 66

Carroll, IA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management Doctor or Medical Professional
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Aubrey K

Series 63, Series 66

Carroll, IA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Jordan J

CFP®, Series 66

Carroll, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Early retirement planning Wealth management
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Sean H

Series 66

Carroll, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Maeve M

Series 65

Carroll, IA

True Wealth, LLC
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Wyatt G

Series 63, Series 65

Carroll, IA

True Wealth Nation
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John S

CFP®, PFS™, Series 63

Carroll, IA

True Wealth Nation
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Nicholas S

CFP®, Series 65

Carroll, IA

True Wealth Nation
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Kyle S

Series 66

Carroll, IA

Principal Financial Services
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Ted R

Series 63, Series 65

Carroll, IA

Principal Financial Services
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