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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 89169

Out of 400,000+ nationwide

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Series 63, Series 66

Las Vegas, NV

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General retirement planning General tax planning Wealth management
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SG Financial Group, LLC

Wealth management Passive / index investing Active portfolio management
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Las Vegas, NV

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Wealth management
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Diane T

Series 65

Las Vegas, NV

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Options & derivatives strategies
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Erica R

Series 65

Las Vegas, NV

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Business exit / sale strategy Cash flow / budgeting Debt management Options & derivatives strategies Executive Founder/Business Owner
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Earl C

Series 63, Series 65

Las Vegas, NV

Crinite Financial Strategies

Active portfolio management
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Prasad Y

Series 65

Las Vegas, NV

Interval Capital Management, LLC

Options & derivatives strategies Active portfolio management
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Josephus T

CFP®, CFA®, Series 66

Las Vegas, NV

Monocot Wealth Management, LLC

Active portfolio management Business ownership considerations Founder/Business Owner Retired
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Scott G

Series 65

Las Vegas, NV

Sterling Wealth Management

Options & derivatives strategies College savings (529s, UTMA, etc.) Annuities Real estate investing Founder/Business Owner
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Susan M

Series 63, Series 65

Las Vegas, NV

Edgemont Investment Management, LLC

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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