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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 93041

Out of 400,000+ nationwide

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Matthew B

CFP®, Series 66

Santa Rosa Valley, CA

Opes MVB Capital, LLC

Wealth management Real estate investing Founder/Business Owner
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Richard D

Series 63

Camarillo, CA

Contemporary Planning Alternatives

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Income planning
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Andrew K

Series 63, Series 66

Ventura, CA

Bankers Investment Counseling

Active portfolio management
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Joseph M

Series 65, Series 66

Camarillo, CA

Kingsgrove Management, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner
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Brian H

CFA®, Series 63, Series 65

Ventura, CA

Harris Wealth Management

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Michael A

CFP®, Series 66

Ventura, CA

Maranantha Financial

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Christopher D

Series 63, Series 65

Ventura, CA

Diegelman Capital Advisors

Options & derivatives strategies Real estate investing Annuities
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Natalie M

Series 66

Oxnard, CA

Accrescent Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Mark S

Series 66

Camarillo, CA

All One Wealth, LLC

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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Timothy K

Series 63

Camarillo, CA

Advantage Financial Consultants

General retirement planning Income planning Life insurance needs analysis Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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