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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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Clare S

CFP®, Series 65

New York, NY

Luesink Stenstrom Financial

Clare Stenstrom is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is co-owner of the Financial Transitionist Institute of Australia, where she contributes to marketing and training efforts. Clare is a principal at Luesink Stenstrom Financial, a New York-based firm serving individuals, high-net-worth clients, families, small businesses, trusts, and estates. The firm provides holistic financial life and transition planning, discretionary portfolio management, and written financial plans, combining index-based and active strategies with customized asset allocation and diversification.

Elder care planning Wealth management Founder/Business Owner Women Professionals Approaching retirement Sandwich Generation
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Anja L

CFP®, Series 65

New York, NY

Luesink Stenstrom Financial

Anja Luesink is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Luesink Stenstrom Financial since 2014, a New York–based firm where she serves as one of two advisors. Luesink Stenstrom Financial works primarily with individuals, high-net-worth clients, families, small businesses, trusts, and estates, providing comprehensive financial life planning, transition planning, and wealth management. The firm combines index-based and active investment strategies with customized asset allocation and behavioral coaching, emphasizing financial transitions and offering a structured coaching program for clients undergoing major life changes.

Elder care planning Wealth management Founder/Business Owner Women Professionals Approaching retirement Sandwich Generation
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