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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 81657

Out of 400,000+ nationwide

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Bo P

CFP®, CFA®, Series 66

Avon, CO

Orographic Financial Advisors

Wealth management Charitable giving & philanthropy Business succession planning
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Craig L

Series 66

Avon, CO

Lathram Financial Group, LLC

Wealth management Private / alternative investments Real estate investing Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Approaching retirement
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Thomas L

Series 65

Avon, CO

Asset Strategies Group, LLC

Passive / index investing Active portfolio management
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Lesley S

CFP®, Series 63, Series 65

Avon, CO

Orographic Financial Advisors

Wealth management Charitable giving & philanthropy Business succession planning
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Jose M

Series 63, Series 66

Houston, TX

GBM Wealth Management, Inc.

Passive / index investing Wealth management
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Nicole G

CFP®

Avon, CO

Creekmur Asset Management, LLC

Young Professionals
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Grace W

CFP®, Series 63

Avon, CO

Creekmur Asset Management, LLC

Young Professionals
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Christina D

CFP®, ChFC®, Series 63, Series 66

Edwards, CO

&PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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William M

Series 66

Edwards, CO

Western Wealth Management LLC

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Andrew T

Series 63, Series 65

Vail, CO

Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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