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 90241

Out of 400,000+ nationwide

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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)
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Kevin H

Series 65

Cerritos, CA

Summit Gates Capital

Active portfolio management
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Dirk H

CFP®, Series 63, Series 65

Los Angeles, CA

HFM Advisors

General retirement planning Wealth management Passive / index investing Active portfolio management
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Kathleen S

CFP®, Series 63

Brea, CA

CHOICE Financial & Insurance Services, Inc.

College savings (529s, UTMA, etc.)
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