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 86351

Out of 400,000+ nationwide

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Linda R

Series 63, Series 65

Cornville, AZ

Guardian Capital Group LLC

Family Business
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Paul M

Series 63, Series 65

Sedona, AZ

Trust Advisory Group Ltd

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Matthew F

CFP®, Series 66

Sedona, AZ

Uptick Partners, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Wealth management Founder/Business Owner Executive
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Heidi B

Series 63, Series 66

Cottonwood, AZ

RFG Advisory, LLC

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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Alexander K

Series 66

Sedona, AZ

Independent Financial Group, LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Erik L

Series 63, Series 65

Sedona, AZ

Farther

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments
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Cristina A

Series 63, Series 65

Munds Park, AZ

AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Dawna W

Series 63, Series 65

Sedona, AZ

Stratos Wealth Partners, Ltd

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rodney T

Series 63, Series 65

Sedona, AZ

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Michelle G

Series 63, Series 65

Sedona, AZ

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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