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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)

4 advisors near 42445

Out of 400,000+ nationwide

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Klent S

CFP®, Series 66

Princeton, KY

Edward Jones

Klent Starks is a CFP®-designated financial advisor with Edward Jones in Princeton, KY, and has 10 years of industry experience. Prior to joining Edward Jones in 2016, he held positions at several firms including THE O.N. Equity Sales Company, Midwest Financial Group, LLC, Ohio National Financial Services, Ameritas Investment Corp, Ameritas Life Insurance Corp, and Heartland Legacy Financial LLC, all in 2016. He is a 50% owner of a family-owned drilling-related land business in Almo, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs, investment strategies, and affiliated services, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Benjamin K

Series 66

Princeton, KY

Edward Jones

Benjamin Knight is a financial advisor with Edward Jones in Princeton, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was affiliated with Berry College and worked at Barrington Hills Country Club and the Rome Tennis Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Cullen P

Series 66

Eddyville, KY

Ameriprise

Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paul K

Series 63, Series 66

Princeton, KY

Edward Jones

Paul Knight is a financial advisor with Edward Jones in Princeton, KY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

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