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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 30 financial advisors of 56 near 81007

Out of 400,000+ nationwide

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Christina N

Series 63, Series 65

Pueblo West, CO

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Donald S

CFP®, Series 66

Pueblo West, CO

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark B

Series 66

Pueblo, CO

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Jordan L

Series 66

Pueblo, CO

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Jeffrey M

Series 65

Pueblo, CO

Mathies Financial Partners
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Caleb M

Series 65

Pueblo, CO

Mathies Financial Partners
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Albert D

Series 63, Series 65

Pueblo, CO

Diversify Wealth Management, LLC
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Kallene F

CFP®, ChFC®, Series 63

Pueblo, CO

MWA Financial Services Inc.
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Joshua W

CFP®, Series 66

Pueblo, CO

Farther
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Toby P

Series 65

Pueblo, CO

Focus Partners Wealth, LLC
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