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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 77450

Out of 400,000+ nationwide

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Benjamin S

CFP®, Series 66

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Concentrated stock management
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Jose M

CFA®

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Open Wealth Management LLC

Wealth management Cash flow / budgeting Executive Founder/Business Owner
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James B

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Active portfolio management Wealth management
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Satyanarayana A

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Options & derivatives strategies Active portfolio management
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Clark F

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Business exit / sale strategy Founder/Business Owner
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Emad S

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Active portfolio management Self-Employed
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Damon C

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Sugar Land, TX

Collins Wealth Management

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Ganesh B

Series 65

Houston, TX

Grass Capital LLC

Options & derivatives strategies Active portfolio management Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Michael M

Series 63, Series 65

Katy, TX

Marin Financial Group

Concentrated stock management Cash flow / budgeting
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Liem H

CFP®, CFA®, Series 65

Houston, TX

Stillforest Wealth Management

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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