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)

Advisors near 73134

Out of 400,000+ nationwide

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Larry B

Series 65

Nichols Hills, OK

Valendo Private Asset Management, Inc.

Active portfolio management Concentrated stock management
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Corneluis M

Series 65

Moore, OK

Uisonet

Annuities
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Michael F

Series 65

Oklahoma City, OK

Trilogy Financial Solutions

General retirement planning Debt management
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Christopher M

Series 65

Oklahoma City, OK

Integrated Planning Strategies, LLC

Options & derivatives strategies
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Kenneth B

CFA®, Series 63

Oklahoma City, OK

Krb And Associates, Inc

Options & derivatives strategies Active portfolio management
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Matthew P

Series 63, Series 65

Edmond, OK

Esoteric Wealth Partners LLC

Income planning General retirement planning Cash flow / budgeting
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Eric N

CFA®, Series 63, Series 65

Oklahoma City, OK

Servo Wealth Management LLC

Tax-loss harvesting Passive / index investing Factor investing / smart beta
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Skylar A

CFP®, Series 65

Oklahoma City, OK

Flatlands Wealth LLC

Wealth management
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Steven C

CFP®, ChFC®, Series 63, Series 65

Edmond, OK

Conkin Financial Group, Inc.

General retirement planning
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Jordan B

Series 65

Yukon, OK

Ball Investments Corporation

Active portfolio management Options & derivatives strategies
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