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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 152 near 54650

Out of 400,000+ nationwide

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Sheri P

Series 66

La Crosse, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Jason C

Series 66

Onalaska, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Wealth management Military & Veterans Founder/Business Owner Intergenerational Families
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Amy S

Series 63

La Crosse, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy
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Paul G

CFP®, Series 66

Holmen, WI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Andrew S

CFP®, Series 66

Onalaska, WI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Ryan H

Series 66

La Crescent, MN

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner Doctor or Medical Professional Widow/Widower
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Eric M

ChFC®, Series 66

La Crescent, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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Evan S

CFP®, Series 66

La Crosse, WI

Edward Jones

Divorce financial planning Stock option exercise strategy Retirement income strategy Wealth management Inheritance planning Dentist
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Curtis B

Series 66

La Crosse, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional
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Kristin B

Series 66

Holmen, WI

Edward Jones

General estate planning guidance General retirement planning Doctor or Medical Professional Professional Athlete Women Professionals
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