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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 29 financial advisors of 29 near 67110

Out of 400,000+ nationwide

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Daniel N

CFP®, Series 66

Derby, KS

Edward Jones

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs
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Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Jon L

CFP®, Series 66

Mulvane, KS

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Kelly F

Series 63, Series 66

Derby, KS

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Military & Veterans Founder/Business Owner
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Nancy D

Series 66

Derby, KS

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Erin D

Series 66

Derby, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Inheritance planning
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Timothy H

Series 66

Mulvane, KS

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Inheritance planning Professional Athlete
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Ariel L

CFP®, Series 66

Derby, KS

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Doctor or Medical Professional Religious/faith focused Values-based investing
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Mark R

Series 63, Series 66

Haysville, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Ashley S

Series 66

Derby, KS

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Planning for children with special needs
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