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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 12 financial advisors of 12 near 70526

Out of 400,000+ nationwide

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Scott L

Series 66

Crowley, 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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Jason D

ChFC®, Series 66

Maurice, LA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance
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Michael F

Series 66

Crowley, LA

Kovack Advisors, inc.

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Stanley K

Series 63, Series 65

Crowley, LA

Kovack Advisors, inc.

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Jeremy P

Series 63, Series 66

Crowley, LA

Kestra Advisory

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Ali L

Series 66

Rayne, LA

Edward Jones

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John D

Series 63, Series 65

Crowley, LA

LPL Financial

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Lehman A

Series 66

Crowley, LA

Cetera

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Brad S

Series 63, Series 65

Lafayette, LA

LPL Financial

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Joseph S

CFP®, Series 66

Crowley, LA

Edward Jones

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