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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 79756

Out of 400,000+ nationwide

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Marvin H

CFP®, Series 66

Monahans, TX

Edward Jones

Marvin Heflin is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Monahans, TX. He has nine years of industry experience, including prior roles at Vista Bank and Pure Water Ice & Tea. Heflin also worked at Texas Tech University for four years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and a variety of affiliated services beyond traditional advisory offerings.

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

Series 63, Series 66

Monahans, TX

Edward Jones

Marvin Heflin is a financial advisor with Edward Jones in Monahans, TX, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he is president of N Factorial, Inc., a Texas-based company formerly involved in packaged ice production and licensed air conditioning and refrigeration contracting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, supported by a large network of financial advisors and branch offices across the United States.

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