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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 69 near 92240

Out of 400,000+ nationwide

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Cristian G

Series 66

Desert Hot Springs, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance
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Neimia P

Series 66

Yucca Valley, CA

Merrill

Neimia Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with clients and their families to develop personalized wealth management plans that align with their unique ambitions and priorities. Her approach emphasizes transparency and simplicity in navigating the complexities of investing, with a focus on supporting clients through key financial milestones including education funding, retirement planning, and long-term wealth preservation. With expertise spanning college education planning, corporate and employee benefits, institutional investment consulting, and divorce transition planning, Neimia serves a diverse clientele including business owners, corporate executives, professionals, families, and institutional plan sponsors. She holds multiple professional designations including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Neimia earned her Bachelor's degree from Florida International University and is fluent in both Spanish and English. Neimia is actively involved in several professional and community organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, United Way, and Big Brother Big Sister. Outside of her professional work, she enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with her family.

Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Divorce financial planning Founder/Business Owner Executive
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Alexa L

Series 66

Palm Springs, CA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Brian W

Series 63, Series 66

Palm Springs, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Martin N

CFP®, Series 66

Palm Springs, CA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive Doctor or Medical Professional LGBTQIA
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Richard L

Series 66

Palm Springs, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy LGBTQIA Newlywed/Engaged
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Lucian L

Series 65

Palm Springs, CA

Luke Capital

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Anthony M

Series 63, Series 65

Palm Springs, CA

Anthony J. Mancini, I.A.

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David R

CFP®, Series 63, Series 66

Palm Springs, CA

DRM Wealth Management

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Mathew M

CFP®, Series 63, Series 66

Palm Desert, CA

Hardworking Capital Advisors, LLC

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