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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 30 financial advisors of 102 near 85396

Out of 400,000+ nationwide

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Brent H

Series 66

Goodyear, AZ

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Martin Z

Series 63, Series 65

Buffalo, NY

Merrill

Martin Zaklikowski is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial and wealth management. Since joining Merrill Lynch in 1995, he has specialized in advanced investment strategies, retirement planning, and estate planning. His approach emphasizes a comprehensive understanding of client needs to develop tailored wealth management strategies. He holds a bachelor's degree in Finance and Political Science from Canisius College and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation granted by the Certified Financial Planner Board of Standards, Inc. Martin is a member of the Financial Planning Association (FPA) and the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He has also served on the boards of Hopevale, Inc., St. Francis High School, and the Frontier Community Education Advisory Committee. Outside of his professional work, Martin enjoys gardening, music, and spending time with his wife Rebecca and their two children, Adam and Lauren.

Wealth management General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Married/Couples/Partners Parents Women Professionals
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Brian P

Series 66

Buckeye, AZ

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Chad S

Series 66

Goodyear, AZ

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Stock option exercise strategy Business ownership considerations General retirement planning Founder/Business Owner
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Robert E

Series 66

Goodyear, AZ

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Professional Athlete Founder/Business Owner
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Aaron R

CFP®, Series 66

Goodyear, AZ

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans Founder/Business Owner
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Ashley R

Series 66

Goodyear, AZ

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Wayne P

Series 63

Buckeye, AZ

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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Michael G

Series 66

Buckeye, AZ

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Mary C

Series 63, Series 65

Litchfield Park, AZ

Edward Jones

Retirement income strategy Business ownership considerations Charitable giving & philanthropy Business exit / sale strategy General estate planning guidance Founder/Business Owner
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