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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 16 financial advisors of 16 near 72450

Out of 400,000+ nationwide

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Jason N

CFP®, Series 66

Paragould, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
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Seth P

Series 66

Paragould, AR

Edward Jones

General retirement planning Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics Religious/faith focused
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Amanda S

Series 63, Series 66

Paragould, AR

Edward Jones

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Wealth management
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Jason B

CFP®, Series 66

Paragould, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Active portfolio management
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Timothy B

Series 63, Series 66

Paragould, AR

Dickinson Barnum Investment Management, LLC
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Christopher D

Series 63, Series 65

Paragould, AR

Dickinson Barnum Investment Management, LLC
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Olivea J

Series 65

Paragould, AR

AAN Wealth Advisors LLC
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William C

Series 66

Paragould, AR

Ally invest Advisors
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William D

Series 63, Series 65

Paragould, AR

Momentum Independent Network Inc.
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Jonathan W

Series 66

Paragould, AR

Edward Jones
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