Meet the Team

 

  • With so many people calling themselves “financial advisors” and the different ways in which they get compensated (commissions on what they sell or fee-only), it’s difficult to know where to turn. Frisch Financial is a fee-only advisory firm.

    You need the assurance that the financial firm you choose shares your values, understands your goals and is always on your side. You will find that partner in FRISCH FINANCIAL GROUP, INC. We will clarify, organize and consolidate multiple financial instruments and strategies to create a unified “big picture” that accommodates your needs and your goals. We strongly believe that independent, fee-only financial advisors provide the best solution for those seeking in-depth professional guidance. It comes from our long-standing philosophy of ethical, conflict-free service and placing your needs first.

  • You are invited to meet with us at our offices conveniently located in Manhattan, Melville, Long Island or Tampa, FL. Learn about who we are, the services we offer, the personal relationships we build, the financial philosophy and investment strategies we follow, and, most important, the successful results we have provided our clients. Allow us to earn your trust, offer you value and inspire your financial confidence.

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Meet the team

  • David-Frisch

    David A. Frisch
    CPA, CFP®, PFS

    President and Founder

  • Jason-Sacks

    Jason M. Sacks
    CFP®, CFS

    Partner, Director of Investments

  • Joyce-Streithorst

    Joyce A. Streithorst
    CFP®, MSFS, CDFA

    Director of Financial Planning, Chief Compliance Officer

  • P1030385

    Shawn P. Gallagher, CFP®, CRPC

    Wealth Management Advisor

  • HalFrisch

    Harold S. Frisch, PE

    Chief Financial Officer

  • DDavies

    Denise L. Jackson

    Chief Operations Officer

  • WBrennan

    Wendy E. Brennan

    Senior Client Services Associate

  • Helen Peck

    Administrative Assistant/Receptionist

  • Amelia Weber

    Client Services Associate

     
     
     

Our Mission

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