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 76051

Out of 400,000+ nationwide

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Carlos L

Series 63, Series 65, Series 66

Frisco, TX

Two Pillars Asset Management

ESG / Sustainable investing Annuities
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Robert B

Series 63

Addison, TX

Prudent Money Financial Services

Active portfolio management Debt management Cash flow / budgeting
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Dhiren X

Series 65, Series 66

Coppell, TX

Serendib Capital Management LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Warren C

Series 65

Dallas, TX

Global Fiduciary Partners

Retirement income strategy Cash flow / budgeting Roth conversion strategy Social Security optimization Medicare planning Government Employee Founder/Business Owner Mid-Career Professionals
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Richard O

CFP®, Series 63, Series 66

Lewisville, TX

Zuwa Financial LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

Freeman Global Investment Counsel

Active portfolio management Concentrated stock management Private / alternative investments
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Jacob M

Series 63, Series 65, Series 66

Grapevine, TX

9M Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Ryan M

CFP®, Series 66

Fort Worth, TX

Impact Wealth Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Cash flow / budgeting
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Leonid M

Series 65

Addison, TX

Prime Sentry Wealth Management LLC

Wealth management Passive / index investing
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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