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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 24 financial advisors of 24 near 56472

Out of 400,000+ nationwide

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Marcy W

Series 66

Nisswa, MN

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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Jason M

Series 66

Nisswa, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Kysa C

Series 66

Pequot Lakes, MN

Edward Jones

Business ownership considerations Business succession planning Active portfolio management Founder/Business Owner Intergenerational Families Values-based investing Religious/faith focused
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Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.
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Marcus K

Series 63

Pine River, MN

Intercarolina Financial Services, Inc.
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Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC
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Steven H

CFP®, ChFC®, Series 63

Pine River, MN

Cetera
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James L

Series 63, Series 65

Crosslake, MN

LPL Financial
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Heather C

Series 65, Series 66

Nisswa, MN

LPL Financial
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Bailey M

Series 63, Series 66

Crosslake, MN

Thrivent Investment Management
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