MELVILLE, N.Y., April 05, 2019 /PRNewswire-PRWeb/ -- David Frisch has directed the growth of Frisch
Financial Group from a startup in 1999, to a firm managing over
$450 million in assets today. Frisch
Financial has been named by AdvisoryHQ as one of the Top 10 Best
Financial Advisors in New York
City each year from 2016-2019, and as one of the Top 10 Best
Financial Advisors in Tampa &
St. Petersburg, FL in 2019. Frisch
Financial Group has become well-established under David's
leadership.
David has been frequently quoted in articles and has made
several television appearances. He is a member of the National
Association of Personal Financial Advisors (NAPFA), the American
Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public
Accountants (Personal Financial Planning Committee), and a member
of the Financial Planning Association – New York Chapter. David was
an adjunct professor at New York
University's School of Continuing Education for investment
management and individual income tax planning courses. His
professional career began at Arthur Andersen & Co., Inc. in the
Personal Financial Planning Practice in the New York City office.
Joyce A. Streithorst, CFP®, MSFS,
CDFA, Frisch Financial's Director of Financial Planning, and a 2018
Forbes Best-in-State Wealth Advisor, has worked with David for
nearly 25 years. "I congratulate David on his recognition by Forbes
and SHOOK Research. His love of helping clients with their
investment management and financial planning needs are an
inspiration to all those around him. David shows his dedication to
his clients every day and serves as a role model to the next
generation of financial advisors."
To be considered for the Forbes annual Best-in-State Wealth
Advisor Ranking, advisors must meet significant standards. Forbes
and SHOOK Research use qualitative and quantitative criteria which
include predetermined minimum thresholds, acceptable compliance
records and a nomination. Reviews continue with an analysis of AUM
(assets under management), client retention and telephone or
in-person meetings. The analysis takes into consideration the full
client experience, advisor credentials, team dynamics, community
involvement and discussions with peers.
About Frisch Financial Group
Frisch Financial Group is a comprehensive fee-only financial
planning and investment management advisory firm that was founded
in June 1999 by David A. Frisch, CPA, CFP®, PFS. The firm places
an emphasis on helping clients to establish their unique goals, and
works with them to enhance wealth, while specializing in managing
complex tax strategies. Their clients include small business owners
(particularly family owned businesses), senior executives of large
corporations with complex compensation programs and families who
are committed to leaving a legacy and creating multi-generational
wealth. Frisch Financial has received the Women's Choice Award®
seven years in a row (2013-2019), has been included on AdvisoryHQ's
Top 10 Best Financial Planners in New
York, NY list for 4 consecutive years (2016-2019) and named
to AdvisoryHQ's 2019 ranking of Top 10 Best Financial Planners in
Tampa & St. Petersburg, FL. The firm has offices in
Melville, NY, New York City, White
Plains, NY and Tampa, FL.
Frisch's clientele spans across the country.
SOURCE Frisch Financial Group