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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 8 financial advisors of 8 near 77414

Out of 400,000+ nationwide

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Jeremy F

Series 66

Sweeny, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning
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Alyssa S

Series 66

Bay City, TX

Edward Jones

Retirement income strategy Multi-generational wealth transfer General estate planning guidance
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John D

CFP®, Series 63, Series 66

Bay City, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Misti F

Series 63, Series 66

Bay City, TX

Wells Fargo Clearing
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James S

CFP®, Series 66

Bay City, TX

Edward Jones
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Justice T

Series 66

Bay City, TX

Edward Jones
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Maria L

Series 66

Bay City, TX

LPL Financial
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Edwin D

Series 66

Bay City, TX

Edward Jones
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