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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 34 near 52601

Out of 400,000+ nationwide

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Joseph J

Series 66

Burlington, IA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Inheritance planning Founder/Business Owner Financial Professional
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Karen E

Series 66

West Burlington, IA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning
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Courtney G

Series 66

Burlington, IA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Joel S

Series 63, Series 66

Burlington, IA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Corey K

Series 66

Ft Madison, IA

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance
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Jon H

Series 66

Burlington, IA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner

Lance B

CFP®

Burlington, IA

Clearwealth

ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

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Ryan B

CFP®, Series 63

Burlington, IA

Clearwealth
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Michael S

Series 63, Series 66

Burlington, IA

BFC PLANNING, Inc.
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Curtis C

Series 63, Series 65

Burlington, IA

J. W. Cole Advisors, Inc.
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