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 76426

Out of 400,000+ nationwide

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John M

Series 63, Series 65

Alvord, TX

Lazarus Wealth Management LLC

Options & derivatives strategies Active portfolio management
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Kenneth K

Series 63, Series 65

Bridgeport, TX

Lombard Advisers Incorporated

College savings (529s, UTMA, etc.)
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William M

Series 66

Boyd, TX

Lincoln Investment

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brady M

Series 63, Series 65

Decatur, TX

Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning
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John M

Series 63

Bridgeport, TX

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stephanie N

ChFC®, Series 63, Series 66

Decatur, TX

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Eric V

Series 63

Decatur, TX

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Deborah R

Series 66

Decatur, TX

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Casey R

Series 66

Decatur, TX

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Audrey C

Series 66

Decatur, TX

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement withdrawal strategies
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