Direct booking

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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 60010

Out of 400,000+ nationwide

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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Active portfolio management Options & derivatives strategies Concentrated stock management
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Alka O

Series 63, Series 65

Rolling Meadows, IL

Leading Edge Wealth Management, LLC

Income planning Active portfolio management Options & derivatives strategies Approaching retirement Retired
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Shreekkanth V

CFA®, Series 66

Lincolnshire, IL

SVN Capital, LLC

Active portfolio management Options & derivatives strategies Real estate investing
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Gary B

Series 65

Arlington Heights, IL

Carlisle Financial Management, LLC

Options & derivatives strategies Real estate investing
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Robert S

CFP®, Series 63, Series 66

Arlington Heights, IL

RB Salzman Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Tax-loss harvesting Active portfolio management
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Daniel S

Series 63, Series 65

Arlington Heights, IL

Directional Asset Management, LLC

Options & derivatives strategies Concentrated stock management Real estate investing
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David G

CFP®

Barrington, IL

Retirement Matters, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics
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Kevin S

CFP®, Series 65

Barrington, IL

Balance Financial Services, Inc.

Passive / index investing Active portfolio management
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Matthew N

Series 65

Arlington Heights, IL

Crown Financial Group, Inc.

Options & derivatives strategies
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