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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 92821

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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Stephen K

Series 63, Series 65

Cerritos, CA

Sierra Madre Partners LLC

Active portfolio management Options & derivatives strategies
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Suzanne C

Series 63, Series 65

Ontario, CA

Seen Consulting LLC

Wealth management Real estate investing
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Kevin H

Series 65

Cerritos, CA

Summit Gates Capital

Active portfolio management
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Kathleen S

CFP®, Series 63

Brea, CA

CHOICE Financial & Insurance Services, Inc.

College savings (529s, UTMA, etc.)
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Nan C

Series 65

Diamond Bar, CA

ValueTech Private Advisors

Active portfolio management Options & derivatives strategies Real estate investing Cash flow / budgeting Technology Professional Founder/Business Owner
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Quan L

Series 65

Westminster, CA

Rockside Investments LLC

Active portfolio management Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Richard S

CFP®, Series 63

Orange, CA

Pacific Investment Research

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing Executive Founder/Business Owner
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Jonathan W

CFP®, CRPC®

Brea, CA

Layari Financial

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Minorities
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Michael M

CFP®, Series 63, Series 66

Diamond Bar, CA

LLG Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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