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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 68520

Out of 400,000+ nationwide

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Joseph R

Series 63, Series 65

Lincoln, NE

TRJ Wealth Management, Inc.

Wealth management
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Connie R

Series 63, Series 65

Lincoln, NE

Liberty Advisers Inc.

Retirement income strategy Social Security optimization General estate planning guidance Cash flow / budgeting Options & derivatives strategies Founder/Business Owner Retired
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Bradley E

CFP®, Series 65, Series 66

Lincoln, NE

P23 Financial, Inc

Wealth management Retirement income strategy Debt management
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Cindy H

Series 63, Series 65

Lincoln, NE

Foy Financial Services, Inc.

General retirement planning General estate planning guidance Income planning Retirement income strategy Young Professionals Approaching retirement Retired
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John D

CFP®, Series 65

Lincoln, NE

AlphaOmega Wealth Management, LLC

Business sale tax planning Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics
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Andrew P

CFP®, Series 63, Series 65

Lincoln, NE

R2 Wealth Management Partners

Retirement income strategy General retirement planning Income planning Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua H

Series 65

Lincoln, NE

R2 Wealth Management Partners

Retirement income strategy General retirement planning Income planning Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Norman A

Series 63, Series 65

Lincoln, NE

Alta Strada Wealth Management

Retirement income strategy Annuities Business sale tax planning Founder/Business Owner Executive
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Matthew B

CFP®, Series 65

Lincoln, NE

MJB Financial Planning

Wealth management
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Tyler W

Series 66

Lincoln, NE

Alta Strada Wealth Management

Retirement income strategy Annuities Business sale tax planning Founder/Business Owner Executive
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