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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 61820

Out of 400,000+ nationwide

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Series 66

Champaign, IL

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Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Wealth management Dentist Attorney
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Meghan F

CFP®, Series 66

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Retirement income strategy General retirement planning Inheritance planning LGBTQIA
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Neil R

CFP®, ChFC®, Series 63, Series 66

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College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Mark T

CFP®, Series 63, Series 66

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Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning
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Kellie W

CFP®, Series 66

Champaign, IL

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Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Professional Athlete
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Grant G

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Champaign, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Attorney
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Nathan B

Series 66

Champaign, IL

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Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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David M

ChFC®, Series 63

Champaign, IL

Financial Synergy, Inc.
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Series 65

Champaign, IL

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Financial Planning, Asset Management
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