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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 12 financial advisors of 12 near 77987

Out of 400,000+ nationwide

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Robert L

Series 63, Series 66

Hallettsville, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Kenneth M

Series 63, Series 65

Sweet Home, TX

Mitchell Group Delaware LLC

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Eric B

Series 63, Series 65

Hallettsville, TX

AE Wealth Management, LLC

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Michael S

Series 63, Series 65

Weimar, TX

Integrity Alliance, LLC

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Kurt S

Series 66

Weimar, TX

Integrity Alliance, LLC

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Freeman J

Series 66

Hallettsville, TX

LPL Financial

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Lydia M

Series 63, Series 66

Yoakum, TX

Cetera

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Gary K

Series 63, Series 65

Shiner, TX

Cetera

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Russell G

Series 66

Yoakum, TX

Edward Jones

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John B

Series 63, Series 66

Yoakum, TX

Edward Jones

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