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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 31 near 61448

Out of 400,000+ nationwide

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Jason O

CFP®, ChFC®, Series 63, Series 65

Galesburg, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Self-Employed
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Todd V

Series 66

Galesburg, IL

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Daniel S

Series 66

Galesburg, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Eric G

Series 63, Series 65

East Peoria, IL

Midwestern Securities Trading Company, LLC
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Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.
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Timothy L

Series 63, Series 65

Galesburg, IL

CG Advisory Services
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Jean S

CFP®, Series 63, Series 65

Galesburg, IL

Berthel, Fisher & Company Financial Services, Inc.
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Thomas E

Series 63, Series 65

Victoria, IL

J. W. Cole Advisors, Inc.
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John C

Series 63, Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.
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Gina M

Series 63, Series 65

Knoxville, IL

Sequent Planning, Llc
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