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 92708

Out of 400,000+ nationwide

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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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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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Mark W

CFP®

Irvine, CA

Mile Wealth Management

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

General retirement planning Baby Boomers (Born 1946-1964)
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Amr E

Series 65

Irvine, CA

AM Wealth Solutions, LLC

General retirement planning Tax-loss harvesting ESG / Sustainable investing Active portfolio management
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Kevin H

Series 65

Cerritos, CA

Summit Gates Capital

Active portfolio management
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Brian S

CFP®, ChFC®, Series 63, Series 65

Costa Mesa, CA

Capital Planning Group, LLC

General retirement planning Wealth management Annuities Cash flow / budgeting
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Zhe Feng Z

Series 66

Irvine, CA

OZ Wealth Management LLC

Real estate investing Founder/Business Owner
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Gregory Q

Series 63

Newport Beach, CA

Core Investment Management, LLC

Options & derivatives strategies
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Randall K

CFP®, Series 63

Newport Beach, CA

My Money MGR

Business ownership considerations Retired Founder/Business Owner
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