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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 28 financial advisors of 28 near 82070

Out of 400,000+ nationwide

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Tony L

CFP®, Series 63, Series 66

Laramie, WY

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Patrick P

Series 66

Laramie, WY

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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John S

Series 66

Laramie, WY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Craig C

Series 65

Laramie, WY

Wealth Design Consulting, LLC
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Jennifer C

Series 65

Laramie, WY

Wealth Design Consulting, LLC
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Dennis C

Series 63, Series 65

Laramie, WY

Wealth Design Consulting, LLC
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Taylor B

Series 65

Laramie, WY

Markle Financial LLC
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Shannon M

Series 63, Series 66

Laramie, WY

Markle Financial LLC
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Joseph S

Series 65

Laramie, WY

Markle Financial LLC
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Nathan W

Series 63, Series 65

Bellvue, CO

Compass Financial Management LLC
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