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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 109 near 71078

Out of 400,000+ nationwide

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Rodney C

Series 66

Bossier City, LA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Military & Veterans LGBTQIA
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Kaye O

CFP®, ChFC®, Series 63, Series 66

Stonewall, LA

Edward Jones

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer
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Jason C

Series 63, Series 66

Shreveport, LA

Edward Jones

Retirement income strategy Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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John A

Series 63

Shreveport, LA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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James M

Series 66

Shreveport, LA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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David N

Series 66

Shreveport, LA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Passive / index investing
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Lora S

CFP®, Series 66

Shreveport, LA

Edward Jones

Retirement income strategy General estate planning guidance
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Jared S

CFP®, Series 66

Shreveport, LA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Shari W

Series 63, Series 66

Shreveport, LA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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Amy H

Series 66

Shreveport, LA

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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