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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 65616

Out of 400,000+ nationwide

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David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

General retirement planning General tax planning
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Rob J

Series 66

Branson, MO

Edward Jones

Retirement income strategy Wealth management Early retirement planning Business ownership considerations Founder/Business Owner
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Michael T

Series 66

Branson, MO

Edward Jones

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

Series 66

Branson, MO

LPL Enterprise

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Sean P

ChFC®, Series 63

Saddlebrooke, MO

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Samuel P

Series 66

Branson West, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
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Sean F

Series 66

Branson, MO

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John N

Series 63, Series 65

Branson, MO

OSAIC

Annuities Founder/Business Owner Executive Retired
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Quincy F

Series 66

Branson, MO

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Paul C

Series 66

Branson, MO

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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