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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 484 near 70070

Out of 400,000+ nationwide

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Will N

CFP®

New Orleans, LA

Horizon Financial Planning LLC

William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of financial planning experience, helping Advanced Practice Registered Nurses as well as working professionals in the medical, legal and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country. Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.

Cross-border / expatriate tax planning Doctor or Medical Professional HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Expats
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Eric J

CFP®, EA

Kenner, LA

Equilibrium Financial Planning

My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.

General retirement planning General tax planning Business ownership considerations Gen X (Born 1965-1980)
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Gordon B

Series 66

Luling, LA

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Oil & Gas Engineering Professional
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Brenden C

CFP®, Series 63, Series 66

Metairie, LA

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Christina W

CFP®, Series 66

Kenner, LA

Edward Jones

Charitable giving & philanthropy Inheritance planning General retirement planning Wealth management Women Professionals
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Patrick R

CFP®, Series 66

Harahan, LA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer
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Evan F

Series 65, Series 66

Metairie, LA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Daniel T

CFP®, ChFC®, Series 66

Metairie, LA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Colby B

Series 66

River Ridge, LA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Wealth management Doctor or Medical Professional Engineering Professional
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Ross M

Series 66

Metairie, LA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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