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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 78 near 89423

Out of 400,000+ nationwide

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Stuart S

ChFC®, Series 66

Minden, NV

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management
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Dayna P

Series 66

South Lake Tahoe, CA

Merrill

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Wealth management General retirement planning Retirement income strategy Income planning Women Professionals Women's Finance Parents Intergenerational Families
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Michael N

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management
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Sarah E

Series 63, Series 66

Minden, NV

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Michael H

Series 63, Series 65, Series 66

Carson City, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Military & Veterans Newlywed/Engaged
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Kendra W

ChFC®, Series 66

Carson City, NV

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management ESG / Sustainable investing
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Ryan S

Series 66

Minden, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

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Stephen B

Series 63, Series 65

Lake Tahoe, NV

Medical Funding Professionals

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