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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 22 financial advisors of 22 near 78957

Out of 400,000+ nationwide

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Leah O

CFP®, Series 66

Bastrop, TX

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Matthew H

CFP®, Series 66

Giddings, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Micah O

CFP®, Series 66

Smithville, TX

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Aaron B

Series 65, Series 66

Bastrop, TX

Altitude Capital Management LLC
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Chad B

Series 63, Series 65

Bastrop, TX

Transce3nd LLC
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John L

Series 66

Bastrop, TX

Transce3nd LLC
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Diane B

Series 63, Series 66

Bastrop, TX

Hilltop Securities inc.
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Sue Anna P

Series 63, Series 66

Bastrop, TX

Oppenheimer
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John R

Series 63, Series 66

Bastrop, TX

Kestra Advisory
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Michael H

Series 63, Series 65

Bastrop, TX

LPL Financial
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