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 95307

Out of 400,000+ nationwide

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Nicole S

CFP®, Series 63, Series 66

Modesto, CA

Luminary Financial Planning

Annuities College savings (529s, UTMA, etc.)
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Kevin B

Series 63

Turlock, CA

Berger Asset Management, Inc.

Options & derivatives strategies Active portfolio management
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Kendall S

Series 65

Modesto, CA

Blom & Howell Financial Planning, Inc.

General estate planning guidance General tax planning Cash flow / budgeting Debt management Retirement plans for business owners (SEP, solo 401k)
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Robert H

PFS™

Turlock, CA

Hillberg Capital Management, LLC

Wealth management General estate planning guidance Cash flow / budgeting
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Matthew L

Series 63, Series 65

Denair, CA

TechView Wealth Advisors LLC

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Liquidity event planning Business ownership considerations Tax strategies for small businesses Technology Professional Founder/Business Owner Established Professionals Expats
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Christopher D

Series 63

Modesto, CA

Arrowhead Wealth Management Corp.

Active portfolio management Tax-loss harvesting
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Glenn A

Series 63, Series 65

Turlock, CA

AFS Investments

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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David W

Series 63

Modesto, CA

Arrowhead Wealth Management Corp.

Active portfolio management Tax-loss harvesting
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Michael H

CFP®, Series 66

Modesto, CA

Blom & Howell Financial Planning, Inc.

General estate planning guidance General tax planning Cash flow / budgeting Debt management Retirement plans for business owners (SEP, solo 401k)
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Joshua N

CFP®, Series 65

Oakdale, CA

Kenneth E. Boone Wealth Management, LLC

General retirement planning General estate planning guidance Cash flow / budgeting Wealth management
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