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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 36 near 75961

Out of 400,000+ nationwide

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Dane P

CFP®, ChFC®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Benjamin F

CFP®, ChFC®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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David P

CFP®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Business succession planning Intergenerational Families
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Heather H

CFP®, Series 63, Series 66

Nacogdoches, TX

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
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Gregg N

CFP®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David P

Series 63, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Ryan B

Series 66

Nacogdoches, TX

Merrill

Ryan Boehner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Ryan provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stanford University. Ryan emphasizes a personalized, one-on-one approach with clients to help them pursue their long-term financial objectives. In addition to his professional work, he is engaged in community service through volunteering with local organizations.

Wealth management
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Debra F

Series 65

Nacogdoches, TX

Uptick Partners, LLC
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Jared D

Series 65

Nacogdoches, TX

Uptick Partners, LLC
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Jonathan D

CFP®, Series 66

Nacogdoches, TX

Uptick Partners, LLC
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