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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 55343

Out of 400,000+ nationwide

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Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
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Bradley H

Series 63, Series 65

Savage, MN

Sword and Shield Solutions LLC

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Nathan M

Series 63, Series 66

Plymouth, MN

MWM Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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John B

Series 65

Minneapolis, MN

Bernstein Financial Advisory

Options & derivatives strategies Founder/Business Owner Mid-Career Professionals
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Judd A

Series 65

Long Lake, MN

Paratus Wealth Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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