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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 77 near 93662

Out of 400,000+ nationwide

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Jaime T

Series 66

Selma, CA

Merrill

Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Family Business Executive Parents
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Amy M

Series 66

Fresno, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning
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Timothy L

CFP®, Series 66

Fresno, CA

The Foundation Wealth Management, LLC

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Matthew W

Series 66

Fresno, CA

Endurance Investment Strategies, Inc.

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Jae K

Series 65

Fresno, CA

Cyclus Wealth Management

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Jarrett S

CFP®, Series 66

Fresno, CA

Panoramic Financial

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Michael W

Series 65

Fresno, CA

Cyclus Wealth Management

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Todd S

CFA®, Series 63

Reedley, CA

Victory Wealth Management, LLC

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Andrew M

CFP®, Series 65

Fresno, CA

Panoramic Financial

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James A

Series 66

Reedley, CA

Caitlin John, llc

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