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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)

Top 30 financial advisors of 90 near 97526

Out of 400,000+ nationwide

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Paul A

Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Shad S

CFP®, ChFC®, Series 66

Grants Pass, OR

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management
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Paul H

Series 63, Series 66

Grants Pass, OR

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Joshua R

CFP®, Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Andrew M

CFP®, Series 66

Grants Pass, OR

Edward Jones

Charitable giving & philanthropy Business ownership considerations Family Business General estate planning guidance Wealth management Founder/Business Owner Attorney Financial Professional
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Kelley W

Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Widow/Widower
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Adrianne W

Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy Wealth management
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Adam P

Series 66

Rogue River, OR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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Bryan D

Series 66

Rogue River, OR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Josh W

Series 65

Grants Pass, OR

Welch Investment Group, LLC
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