Direct booking

firm logo

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 94403

Out of 400,000+ nationwide

user avatar
firm logo

Kevin M

CFP®, Series 65

Menlo Park, CA

Oak Peak Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar
firm logo

Carol G

CFP®, Series 63, Series 65

San Mateo, CA

Gosho Financial Group

Retirement income strategy Income planning Elder care planning General tax planning Cash flow / budgeting Approaching retirement
user avatar
firm logo

Mark L

Series 63, Series 65

Mountain View, CA

Ardent Capital

Active portfolio management
firm logo

Aaron A

CFP®

Foster City, CA

Graystone Advisor, LLC

I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/

Equity Recipients (RS/RSU, SOP, ESPP) Dual Income Family Parents
user avatar
firm logo

William P

CFP®, Series 66

Redwood City, CA

FocusYou

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Passive / index investing
user avatar
firm logo

Zhaokun Y

CFA®, Series 66

Burlington, CA

Plutus Wealth Management

Options & derivatives strategies Annuities
user avatar
firm logo

Shidi X

Series 65

Palo Alto, CA

Shepherd Investment Management

Active portfolio management Concentrated stock management
user avatar
firm logo

Richard H

Series 63, Series 65

Foster City, CA

Holbrook Global Strategies

Private / alternative investments Real estate investing
user avatar

Maosong F

Series 65

Foster City, CA

Tianhu Investments

Active portfolio management Options & derivatives strategies Technology Professional
user avatar
firm logo

Brett B

CFP®, Series 63, Series 65

San Mateo, CA

Bucher Wealth Advisors

Options & derivatives strategies Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.