Direct booking

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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 57 near 72023

Out of 400,000+ nationwide

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Cody D

Series 66

North Little Rock, AR

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Cody B

CFP®, Series 66

Beebe, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management
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Marlena S

Series 66

Sherwood, AR

Edward Jones

Retirement income strategy General retirement planning Military & Veterans
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Jeremy B

CFP®, Series 63, Series 66

Sherwood, AR

Edward Jones

General estate planning guidance Wealth management General retirement planning
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Joel R

CFP®, ChFC®, Series 63, Series 65

North Little Rock, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Paul M

Series 63, Series 66

Sherwood, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management
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Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors
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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors
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