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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 13 financial advisors of 13 near 75103

Out of 400,000+ nationwide

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Jesse C

Series 63, Series 66

Canton, TX

Edward Jones

Retirement income strategy Divorce financial planning Business exit / sale strategy Wealth management Military & Veterans Hispanic/Latino/Latinx Divorced
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Luke K

Series 66

Wills Point, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Mark P

Series 65

Edgewood, TX

Safe Future Wealth Partners Llc
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Lauren J

Series 66

Canton, TX

Dominion Portfolio Management, Inc.
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Blake F

Series 63, Series 66

Canton, TX

Kingswood Wealth Advisors, LLC
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David N

Series 66

Ben Wheeler, TX

Cambridge Investment Research Advisors
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Rebekah N

Series 66

Wills Point, TX

Fidelity
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Allison D

Series 66

Canton, TX

Edward Jones
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William H

Series 66

Canton, TX

Edward Jones
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Thomas H

Series 63, Series 65

Indianapolis, IN

Charles Schwab
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