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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 77064

Out of 400,000+ nationwide

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William Z

Series 65

Houston, TX

Coastal Wealth Management, LP

Wealth management
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Andrew N

Series 65

Houston, TX

Alpha-Tech Investments, LLC

Options & derivatives strategies Passive / index investing Real estate investing
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David B

ChFC®, Series 66

Houston, TX

Decision Tree Advisor

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

CFP®, Series 63

Houston, TX

SM Scherr Financial LLC

General retirement planning Business succession planning General estate planning guidance Charitable giving & philanthropy Income planning Founder/Business Owner
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Orie H

ChFC®, PFS™, Series 65

Houston, TX

Epiphany Wealth Management

Wealth management Passive / index investing
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Cameron F

CFP®

Missouri City, TX

Folse Financial

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

General retirement planning Retirement income strategy Income planning Founder/Business Owner HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Shelley H

CFP®, Series 63

Houston, TX

Four Seasons Investment Management, Inc.

Options & derivatives strategies
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Christopher C

Series 65

Houston, TX

Bayou Bridge Capital Advisors, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Private / alternative investments Real estate investing
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John C

Series 63, Series 65

Houston, TX

Caplo Advisory LLC

General tax planning Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Marvin N

Series 66

Houston, TX

Othniel Financial Advisory Services, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning
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