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 85205

Out of 400,000+ nationwide

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Don L

CFP®, Series 63, Series 65, Series 66

Mesa, AZ

Larson Wealth Management, LLC

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
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Scott C

CFP®, Series 63, Series 66

Scottsdale, AZ

Echelon Private Wealth LLC

Options & derivatives strategies Military & Veterans Public Service Employee Values-based investing
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Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Passive / index investing Real estate investing Annuities
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Ryan B

Series 65

Phoenix, AZ

Betts LLC

Wealth management
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David I

Series 66

Chandler, AZ

Vibrant Wealth

General tax planning General estate planning guidance Cash flow / budgeting
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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Nicholas G

Series 63, Series 65

Phoenix, AZ

FMT Investment Advisory

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Sergey Z

Series 65

Scottsdale, AZ

zQuant Advisory, LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Zakriah G

CFP®, Series 63, Series 66

Scottsdale, AZ

Wealthstone Private Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Young Professionals
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Alan N

CFP®, Series 63, Series 66

Phoenix, AZ

Norris Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning General estate planning guidance Founder/Business Owner
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