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 82001

Out of 400,000+ nationwide

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Jonas C

Series 66

Cheyenne, WY

Net Income LLC

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Concentrated stock management Charitable giving & philanthropy
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Klinton K

Series 66

Cheyenne, WY

TCP Asset Management, LLC

Annuities
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Marc B

Series 63, Series 65

Cheyenne, WY

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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James H

Series 66

Cheyenne, WY

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Colin P

Series 66

Cheyenne, WY

Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired Self-Employed
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Thomas G

Series 66

Cheyenne, WY

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Daniel H

Series 66

Cheyenne, WY

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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