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 85546

Out of 400,000+ nationwide

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Nathan S

Series 63, Series 65

Safford, AZ

United Advisor Group

Retirement income strategy
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Daniel M

Series 63, Series 65

Thatcher, AZ

The Partners Wealth Management

Retirement income strategy Founder/Business Owner Retired
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Derek K

Series 65

Safford, AZ

The Partners Wealth Management

Retirement income strategy Founder/Business Owner Retired
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Phillip P

Series 63, Series 65

Thatcher, AZ

The Partners Wealth Management

Retirement income strategy Founder/Business Owner Retired
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Sydney J

Series 65

Safford, AZ

United Advisor Group

Retirement income strategy
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Bruce B

Series 63, Series 65

Thatcher, AZ

The Partners Wealth Management

Retirement income strategy Founder/Business Owner Retired
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Tommy J

Series 63, Series 65

Thatcher, AZ

Summit Global Investments, LLC

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Executive Founder/Business Owner
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Tanya B

Series 63, Series 65

Safford, AZ

GWN Securities Inc.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
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Layne J

Series 63, Series 65

Thatcher, AZ

Summit Global Investments, LLC

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Executive Founder/Business Owner
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Teonna H

CFP®, Series 66

Safford, AZ

Edward Jones

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