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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 92223

Out of 400,000+ nationwide

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Austin T

Series 65

Yucaipa, CA

Capital United Investments LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) General tax planning
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Michael B

Series 63, Series 65, Series 66

Redlands, CA

Bosman Wealth Management, LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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Dan H

Series 63, Series 65

Banning, CA

Dan Hassey Investment Advisory

Retirement income strategy Income planning Active portfolio management Retired Approaching retirement
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Andrew K

Series 66

Hemet, CA

Alpha Wealth Management, LLC

Options & derivatives strategies Founder/Business Owner
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Page K

Series 63, Series 66

Redlands, CA

Pakha Investment Advisory

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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James H

Series 66

Redlands, CA

Investment Counselors of Redlands LLC

Passive / index investing Active portfolio management Retirement income strategy
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Burton W

CFP®, Series 63, Series 65

Redlands, CA

Lindsey Financial, Inc.

General retirement planning General tax planning General estate planning guidance Business succession planning
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William L

Series 63, Series 65

Redlands, CA

Lindsey Financial, Inc.

General retirement planning General tax planning General estate planning guidance Business succession planning
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Ensen M

CFA®, Series 63, Series 65

Redlands, CA

Mason Financial Services

Active portfolio management Options & derivatives strategies
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James C

CFP®, Series 65

Redlands, CA

Investment Counselors of Redlands LLC

Passive / index investing Active portfolio management Retirement income strategy
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