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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)

2 advisors near 40351

Out of 400,000+ nationwide

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Saundra N

CFP®, Series 66

Morehead, KY

Edward Jones

Saundra Newton is a Certified Financial Planner (CFP®) and holds a Series 66 license with 14 years of experience at Edward Jones. She has been with Edward Jones since 2012 and is based in Morehead, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive Women Professionals
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Wesley H

Series 66

Morehead, KY

Edward Jones

Wesley Holland is a financial advisor at Edward Jones in Morehead, KY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a supply pastor for the United Methodist Church, is a board member of the Rowan County Airport Board, holds a secretary position at GoalSource! Inc., and works as a basketball radio and TV analyst for Morehead State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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