Direct booking

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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 53072

Out of 400,000+ nationwide

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Eugene S

Series 63, Series 65

New Berlin, WI

Disciplined Financial Services, Inc.

General retirement planning Cash flow / budgeting
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Brian L

CFP®, CPA, PFS™

Brookfield, WI

Midwest Wealth Solutions LLC

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Liquidity event planning Business exit / sale strategy Business succession planning Executive Founder/Business Owner Parents Gen X (Born 1965-1980)
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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

Wealth management
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Active portfolio management Concentrated stock management Income planning
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Erik K

CFP®

Milwaukee, WI

Hilltop Financial Advisors

College savings (529s, UTMA, etc.) Student loan debt Cash flow / budgeting General estate planning guidance Approaching retirement
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Concentrated stock management Active portfolio management Passive / index investing
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Todd M

Series 66

West Allis, WI

Navigant Consulting

Wealth management Tax strategies for small businesses
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Robert S

Series 65

New Berlin, WI

Sperka Investment Management, LLC

Active portfolio management
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Frederick S

Series 65, Series 66

Brookfield, WI

Bultman Investment Management, Inc.

Passive / index investing
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Concentrated stock management
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