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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 189 near 54701

Out of 400,000+ nationwide

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Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Wealth management
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Series 66

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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CFP®, Series 66

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Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management
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Timothy T

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Altoona, WI

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Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy General estate planning guidance Business exit / sale strategy
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Eau Claire, WI

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Retirement income strategy General estate planning guidance Military & Veterans Doctor or Medical Professional
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CFP®, Series 63

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Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner
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Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Military & Veterans
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