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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 92227

Out of 400,000+ nationwide

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Broc W

Series 66

Brawley, CA

Valley Wealth Strategies, LLC

General retirement planning Retirement income strategy General tax planning Wealth management Founder/Business Owner Retired
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Dale H

Series 63

Brawley, CA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Paul O

Series 66

El Centro, CA

J.P. Morgan Securities

Wealth management Executive Founder/Business Owner
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Trisha H

CFP®, Series 66

Brawley, CA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tito G

Series 63, Series 66

El Centro, CA

J.P. Morgan Securities

Wealth management Executive Founder/Business Owner
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Francisco C

Series 63, Series 66

Brawley, CA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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