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)

Top 30 financial advisors of 334 near 93035

Out of 400,000+ nationwide

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Galen H

CFP®

Newbury Park, CA

Buff Your Finances

It's my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren't taught those skills in school. I see so much potential in all of you and I don't want something as manageable as taxes get in your way. I couldn't find any traditional planning firms working with streamers so I went out and started my own. I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld. For the credentials: I'm a CERTIFIED FINANCIAL PLANNERâ„¢ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.

Business exit / sale strategy Tax strategies for small businesses Student loan debt Entertainment Industry Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Anthony R

CFP®, Series 63, Series 66

Santa Barbara, CA

Fidelity

Anthony Rossi-Berg is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning and Guidance Consultant. His professional experience spans nearly a decade in financial planning and consulting. Anthony holds a California Insurance License, which supports his work in the financial services industry. He focuses on helping clients simplify the complexities of financial planning. Outside of his professional life, Anthony enjoys cooking and baking, golf, reading, and surfing.

Wealth management
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John S

Series 63, Series 65

Oxnard Beach, CA

Merrill

John Spruill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in financial advising, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, and retirement income. John leverages his background as a former U.S. Air Force Weather Officer and his training to simplify complex financial matters, helping clients achieve clarity and confidence in their financial decisions. John holds a Bachelor of Science degree in Meteorology from Florida State University and an MBA in Financial Planning from California Lutheran University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds several designations including Certified Plan Fiduciary Advisor (CPFA), Retirement Benefits Consultant (RBC), and Personal Investment Advisor (PIA). Additionally, John maintains Series 6, 7, 26, 63, and 65 FINRA registrations and holds Life Insurance and Annuity Licenses. His role as a Senior Portfolio Advisor allows him to build and manage customized investment strategies, often managing portfolios on a discretionary basis through Merrill’s Investment Advisory Program. John is actively involved in his community, contributing to organizations such as the Boy Scouts of America—of which he is an Eagle Scout—and the Ventura County Rescue Mission. He resides in Oxnard, California, with his wife, Karyn. His personal interests include baseball, football, hiking, running, surfing, and swimming.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Family Business
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Adonis C

Series 66

Thousand Oaks, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Alan S

Series 66

Newbury Park, CA

Edward Jones

General retirement planning Wealth management Hispanic/Latino/Latinx
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Giancarlo H

CFP®, Series 66

Newbury Park, CA

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner
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Maxine M

Series 66

Oxnard, CA

Fidelity

Maxine Morgan is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She leads a team of associates dedicated to understanding clients' needs and guiding them through the financial planning process. Prior to her current role, Maxine served as Assistant Branch Leader from 2021 to 2022, Senior Relationship Manager from 2014 to 2020, and Financial Representative from 2011 to 2014, all within Fidelity Investments. Maxine holds a California Insurance License. Outside of her professional responsibilities, she enjoys cooking and baking, participating in family activities, and traveling.

Wealth management Financial Professional
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Israel S

Series 63, Series 66

Oxnard, CA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Hispanic/Latino/Latinx
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Miguel N

CFP®, Series 66

Oxnard, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Roy V

CFP®, Series 66

Camarillo, CA

Edward Jones

Retirement income strategy General retirement planning Liquidity event planning Business succession planning General estate planning guidance
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