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)

Advisors near 95062

Out of 400,000+ nationwide

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Bruce S

Series 63, Series 65

Capitola, CA

Stamper Capital & Investments, Inc.

Active portfolio management
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Mercy T

Series 63, Series 65

Santa Cruz, CA

FullGuards Financial

Income planning Retirement income strategy Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Mid-Career Professionals
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Michael W

Series 65

Santa Cruz, CA

WealthDevs

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Robert G

Series 65

Soquel, CA

Newhouse Integrated Financial Advisors LLC

Private / alternative investments
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Kristen M

Series 63

Santa Cruz, CA

Equinox Wealth Management

General retirement planning
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Jennipher L

CFP®, Series 65

Santa Cruz, CA

Wildflower Financial LLC

Business ownership considerations Self-Employed Founder/Business Owner Women Professionals
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Rebecca C

CFP®, Series 63

Santa Cruz, CA

East Rock Financial Services, LLC

Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Christopher W

CFP®, Series 65

Santa Cruz, CA

Natural Bridges Financial Advisors

General retirement planning Social Security optimization Medicare planning Charitable giving & philanthropy
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Thomas W

Series 66

Santa Cruz, CA

Wynn Capital Management, LLC

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments College savings (529s, UTMA, etc.)
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Elizabeth F

Series 65

Santa Cruz, CA

Legacy Wealth Advisors, LLC

Wealth management ESG / Sustainable investing Gifting strategies Real estate investing
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