Direct booking

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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 79407

Out of 400,000+ nationwide

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Johnathan F

CFP®, Series 65

Lubbock, TX

Open Door Financial Advisors

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

CFP®, Series 66

Lubbock, TX

Angel Legacy Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John R

CFP®, Series 63

Lubbock, TX

The Advisors Group

Divorce financial planning College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Wealth management Executive Founder/Business Owner
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Duncan G

Series 63, Series 66

Lubbock, TX

Green & Deckert LLC

Passive / index investing
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Justin P

CFP®, Series 63, Series 65

Lubbock, TX

AIM Advisory Group, LLC

Options & derivatives strategies Private / alternative investments Real estate investing
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Daniel R

Series 66

Lubbock, TX

Vision Wealth Advisors LLC

Options & derivatives strategies
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Raymond B

CFP®

Lubbock, TX

Bonner & Smith, LLC

Income planning Retirement withdrawal strategies General estate planning guidance Medicare planning Oil & Gas
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Gregory D

CFP®, Series 66

Lubbock, TX

Green & Deckert LLC

Passive / index investing
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Brad P

Series 65

Lubbock, TX

High Plains Investment Advisors, Inc.

General retirement planning Social Security optimization Charitable giving & philanthropy General tax planning Passive / index investing Founder/Business Owner
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Michael C

Series 63, Series 65

Lubbock, TX

Family Dynasty Advisors LLC

Active portfolio management Tax-loss harvesting Wealth management
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