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Franco Financial Advisors, Inc.

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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)

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Daniel V

CFA®

New York, NY

Franco Financial Advisors, Inc.

Daniel Veliz is a CFA® charterholder with four years of industry experience, currently serving at Franco Financial Advisors, Inc. He has also been associated with Franco Financial Group, Inc. since 2019, where he engages in financial analysis and consulting activities. Franco Financial Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary portfolio management and financial consulting tailored to complex or business-related needs. The firm combines fundamental, technical, and cyclical research to implement client-specific investment policies across a variety of asset classes.

Options & derivatives strategies Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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