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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 291 near 54162

Out of 400,000+ nationwide

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Ross F

Series 66

Suamico, WI

Edward Jones

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Mark Z

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner
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Jonathan S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Professional Athlete Doctor or Medical Professional Founder/Business Owner
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Lee S

Series 66

Suamico, WI

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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Charlie R

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Seth D

Series 66

Green Bay, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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John G

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management
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Russell W

Series 66

Pulaski, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Peter Z

Series 66

Hobart, WI

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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David H

Series 63, Series 65

Suamico, WI

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