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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 26 financial advisors of 26 near 70346

Out of 400,000+ nationwide

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John D

CFP®, Series 63

Gonzales, LA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Christopher P

Series 66

Paulina, LA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Ron B

CFP®, Series 66

Paulina, LA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Ben G

Series 66

Donaldsonville, LA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Michael B

CFP®, Series 66

Prairieville, LA

Bonfanti Investment Services, LLC

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Victoria V

Series 65

Gonzales, LA

Fortune 45, Llc.

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Jesse R

Series 65

Gonzales, LA

Fortune 45, Llc.

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Sean H

Series 63, Series 65

Gonzales, LA

Empower Advisory Group

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Matthew M

Series 65

Gonzales, LA

Knights Of Columbus Asset Advisors LLC

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Chad A

Series 63, Series 65

Gonzales, LA

Empower Advisory Group

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