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)

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Matthew F

Series 65

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Real estate investing Founder/Business Owner
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Michael H

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Simi Valley, CA

Strateon Intelligent Wealth LLC

Founder/Business Owner Executive Established Professionals
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John M

Series 63, Series 66

Valencia, CA

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Annuities Passive / index investing
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Christian C

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Porter Ranch, CA

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Options & derivatives strategies Active portfolio management Concentrated stock management
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Lindahl L

Series 63, Series 65

Valencia, CA

Avinci Wealth Management, Inc.

Annuities
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Paul F

Series 63, Series 65

Granada Hills, CA

Paul Edward Fritch CPA

Annuities
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Manu W

Series 63, Series 65

Santa Clarita, CA

Continuum Global Asset Management, LLC

Options & derivatives strategies Real estate investing
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Nicholas H

Series 63, Series 65

Santa Clarita, CA

Daehan Securities,Inc

Active portfolio management Options & derivatives strategies
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Stephen V

Series 63, Series 66

Simi Valley, CA

Pacific Investment Advisors, LLC

Active portfolio management
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Darrell W

Series 63, Series 65

Simi Valley, CA

Qmulate

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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