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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 96097

Out of 400,000+ nationwide

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Luis G

CFP®, CFA®, ChFC®, Series 63, Series 66

Granada, CA

Valtrion Capital Management, LLC

RSUs / ISOs / NSOs Retirement income strategy General retirement planning Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive
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Tiffany E

Series 66

Yreka, CA

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Carlos K

Series 63, Series 66

Yreka, CA

J.P. Morgan Securities

Wealth management Executive Founder/Business Owner
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Marc W

Series 66

Yreka, CA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Intergenerational Families
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Jacob D

ChFC®, Series 66

Yreka, CA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management
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Shaun W

Series 66

Yreka, CA

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Shyla R

Series 63, Series 66

Yreka, CA

Edward Jones

Retirement income strategy Divorce financial planning Inheritance planning General estate planning guidance Widow/Widower
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