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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 80238

Out of 400,000+ nationwide

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Zack G

CFP®

Denver, CO

True Riches Financial Planning

College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Income planning General tax planning Options & derivatives strategies
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Timothy S

CFP®, Series 65

Greenwood Village, CO

Sample Financial Solutions, LLC

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

CFP®, Series 66

Centennial, CO

Financial Solution Advisors Corp.

General retirement planning
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Chris L

Series 63, Series 66

Centennial, CO

Visionary Planning & Investment, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

Denver, CO

Aviator Wealth Group

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Jeffrey M

Series 65

Morrison, CO

Windmiller

Wealth management Life insurance needs analysis College savings (529s, UTMA, etc.) Annuities
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Timothy C

CFP®, Series 65

Greenwood Village, CO

The Cook Company, LLC

Private / alternative investments
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