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 97333

Out of 400,000+ nationwide

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Ellen J

Series 65

Corvallis, OR

Thistle Wealth

Real estate investing Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Scott H

Series 65

Albany, OR

Aumakua Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Jonathan L

CFA®

Albany, OR

Aumakua Capital Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Brian D

Series 63, Series 65

Corvallis, OR

Vantage Wealth Management LLC

General retirement planning Income planning Charitable giving & philanthropy Life insurance needs analysis Disability insurance
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Kekoa P

Series 66

Corvallis, OR

The Freyr Group

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies Founder/Business Owner Executive
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Eric C

CFP®, Series 66

Corvallis, OR

Vantage Wealth Management LLC

General retirement planning Income planning Charitable giving & philanthropy Life insurance needs analysis Disability insurance
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Brandon K

CFP®, Series 63, Series 66

Corvallis, OR

The Freyr Group

Retirement income strategy Income planning College savings (529s, UTMA, etc.) Business sale tax planning Options & derivatives strategies Founder/Business Owner Executive
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Rahul S

Series 65

Corvallis, OR

Red Spruce Capital, LLC

Active portfolio management Concentrated stock management Options & derivatives strategies
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Greg B

CFP®, CFA®, Series 63, Series 66

Corvallis, OR

Spectrum Strategic Capital Management, LLC

Private / alternative investments Options & derivatives strategies Concentrated stock management College savings (529s, UTMA, etc.) Founder/Business Owner
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Kim H

CFP®

Corvallis, OR

Clarity Wealth Development, LLC

Financial life planning is about more than saving and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify value driven goals, evaluate trade-offs, and make well-informed decisions. My passion is helping clients optimize their resources to enable a rich and purposeful life. I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. With family spread across the world, I developed an interest in global financial planning and specialize in US-Australia cross-border planning. I have a Ph.D. in Applied Economics, hold a designation in Global Financial Planning and am a Registered Life Planner. I love being a part of the Corvallis community, where I live with my husband, two daughters and geriatric dog. In my spare time I like to keep active enjoying the many amenities and adventures our town provides, serving our community, and traveling to far-off destinations (often to visit family and friends).

General retirement planning Christian Faith Based Established Professionals Gen X (Born 1965-1980)
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