Joe Forish, CFA, CFP®

Joe Forish

About Joe Forish, CFA, CFP®

I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.

Covered Calls for Tech Employees with Concentrated Stock

Tech employees accumulate large stock positions through RSUs, ESPPs, and options — and selling feels hard. A covered call strategy lets you generate monthly income from shares you already own, reduce a concentrated position gradually, and create a partial buffer against price declines without making a rushed decision to sell.

Mar 16, 2026|Categories: Financial Planning|
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