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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 39 near 73703

Out of 400,000+ nationwide

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John M

Series 66

Enid, OK

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Michael W

CFP®, Series 63, Series 66

Enid, OK

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management LGBTQIA Intergenerational Families
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Dustin D

Series 66

Enid, OK

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Jenna R

Series 66

Enid, OK

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning General retirement planning Wealth management Founder/Business Owner Women Professionals
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Jon C

Series 63, Series 65

Enid, OK

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Clay H

Series 66

Enid, OK

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning
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Kyle T

Series 66

Enid, OK

Edward Jones

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

CFP®, Series 66

Enid, OK

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Corey C

Series 66

Enid, OK

Edward Jones

Business ownership considerations Founder/Business Owner Executive Doctor or Medical Professional Oil & Gas
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Marci L

Series 66

Enid, OK

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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