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 66533

Out of 400,000+ nationwide

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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

Active portfolio management Options & derivatives strategies
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Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Charitable giving & philanthropy General estate planning guidance Income planning
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Cale Y

Series 65, Series 66

Topeka, KS

Blazing Star Financial

Annuities Cash flow / budgeting Tax strategies for small businesses
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Joel K

Series 66

Topeka, KS

Next Generation Investing, LLC

Charitable giving & philanthropy General estate planning guidance Income planning
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Roger S

Series 63, Series 65

Topeka, KS

Next Generation Investing, LLC

Charitable giving & philanthropy General estate planning guidance Income planning
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Robert S

CFP®, Series 63

Silver Lake, KS

Cobler Capital Management, LLC

Wealth management
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Ryan R

Series 65

Topeka, KS

Denali Financial Group, LLC

Annuities
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Chase L

Series 65

Topeka, KS

Midwest Wealth Management Inc

Cash flow / budgeting
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Cory M

Series 65

Topeka, KS

ProActive Capital Management, Inc.

General estate planning guidance Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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