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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 509 near 68516

Out of 400,000+ nationwide

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Joe F

CFP®

Lincoln, NE

402 Financial

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

General tax planning Retirement income strategy Young Families Gen X (Born 1965-1980)
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Jack E

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark C

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Craig B

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning
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Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Wealth management
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Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management
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Robert M

CFP®, Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies
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Jared H

Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance
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Don M

Series 66

Lincoln, NE

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Joel W

Series 66

Lincoln, NE

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning
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