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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 84107

Out of 400,000+ nationwide

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Branden V

Series 63, Series 65

Salt Lake City, UT

Steward Financial Services, LLC

Retirement income strategy Income planning Active portfolio management Founder/Business Owner Retired
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Jaron P

CFP®, Series 63, Series 65

Salt Lake City, UT

JHP Planning, LLC

Annuities Life insurance needs analysis Wealth management
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Christopher C

CFP®, ChFC®, Series 63, Series 66

Cottonwood Heights, UT

Twin Peaks Wealth Management LLC

Retirement income strategy Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Executive
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Ronald M

Series 63, Series 65

Cottonwood Heights, UT

Planned Security Advisors LLC

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Annuities College savings (529s, UTMA, etc.)
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Factor investing / smart beta Passive / index investing
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Joshua C

Series 63, Series 66

Salt Lake City, UT

Affinity Wealth Resources, LLC

Passive / index investing Concentrated stock management Real estate investing
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Thomas H

Series 63, Series 65

Salt Lake City, UT

Abacus Investment Advisors

Active portfolio management Tax-loss harvesting
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