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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 158 near 55025

Out of 400,000+ nationwide

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Jeremy W

CFP®, Series 63, Series 66

Blaine, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Nicole O

Series 66

Circle Pines, MN

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Kyle A

Series 66

Blaine, MN

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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Patrick G

Series 63

Forest Lake, MN

Edward Jones

Retirement income strategy Planning for children with special needs
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Daniel B

Series 66

Circle Pines, MN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance
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Derek B

CFP®, ChFC®, Series 66

Shoreview, MN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy LGBTQIA
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Abby M

CFP®, Series 66

Blaine, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Liquidity event planning Wealth management
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Joseph N

Series 66

Wyoming, MN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Newlywed/Engaged Young Families
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