Awards & Media

Frisch Financial and its advisors have been honored with multiple distinguished industry awards on the state and national level. As frequent contributors to media outlets and speaking engagements, our advisors are sought-after experts who offer timely perspectives on financial issues.




David Frisch & Joyce Streithorst each mark their 3rd time being listed on the Forbes Best-in-State Wealth Advisors ranking for New York. Click here. 


AdvisoryHQ has named Frisch Financial a Top 12 Best Financial Advisor in New York City for six consecutive years (2016-2021).  Click here

Crain's New York Business

Joyce Streithorst is named to the Crain’s New York Business inaugural list of Notable Women in Financial Advice in New York City. Click here

Women's Choice Award

For the ninth consecutive year (2013-2021), Frisch Financial has been honored with the Women’s Choice Award®. Click here


For the second year in a row, Joyce Streithorst is named to the Forbes ranking of America’s Top Women Wealth Advisors (2020-2021).  Click here

Executive Circle

Both David Frisch (2021) and Jason Sacks (2020) have been recognized by Long Island Business News (LIBN) as Executive Circle Honorees. Click Here


Frisch Financial has been included on AdvisoryHQ’s 2019-2021 lists of the Top 11 Best Financial Advisors in Tampa & St. Petersburg, FL. Click here

Long Island Business News

Long Island Business News has included Jason Sacks in their 2021 listing of Who’s Who in Banking and Finance.  Click here 

Working Mother

Joyce Streithorst is a Top Wealth Advisor Mom. Working Mother has named her to their national list each year since its debut (2017-2020).  Click here 


For the 2nd time, David Frisch & Joyce Streithorst were honored with inclusion on the Forbes Best-in-State Wealth Advisors ranking for New York. Click here


Forbes recognizes David Frisch as one of New York’s 2019 Best-in-State Wealth Advisors. Click here


Joyce Streithorst is named one of New York’s Best-in-State Wealth Advisors on the 2018 Forbes list. Click here



The Wall Street Journal


“Rethink the Order of Your Retirement Account Drawdowns. It Can Save You on Taxes”  July 10, 2021
The Wall Street Journal

The Wall Street Journal

“How to Prepare Financially for the Death of a Spouse”  June 3, 2021
NBC News


“10 Retirement Planning Mistakes People Make at 50″  May 11, 2021
NBC News


“Here’s how to get your retirement savings back on track”  February 19, 2021
NBC News


“17 Ways Women Can Rescue Their Retirement Despite the Pandemic”  February 17, 2021
NBC News


“38 Ways to Avoid Lifestyle Inflation” January 11, 2021
NBC News

NBC News

“Dow closes above 30,000 for first time in history on hopes of economic recovery under Biden” November 24, 2020
The Wall Street Journal

The Wall Street Journal

“Why 2020 Was the Perfect Year for Tax-Loss Harvesting” November 7, 2020
Market Watch

The New York Times

“Do Politics Belong in Retirement Planning?” October 2, 2020
Think Advisor


“14 Big Social Security Mistakes Clients Make: Advisors’ Advice” September 15, 2020
Market Watch

Market Watch

“I’m 60, my spouse is 45 – Can I retire if our expenses are $12,000 a month?” September 2, 2020
Market Watch

Market Watch

“What to do with your money now if the 2020 presidential election is giving you fits” September 1, 2020

News12 Westchester

David Frisch television appearance – “Financial Analyst Breaks Down New Unemployment Numbers” July 2, 2020

Programming Insider

“Things That the Person Who Won the Lottery Must Do” May 15, 2020

Forbes Finance Council

“How Business Owners Can Navigate Challenging Times With the Help of An Advisor” April 6, 2020  

NBC News

“The Dow at 30,000: What investors need to know” January 15, 2020

Business Insider

“A New York retiree says people who think his state is too expensive for retirement ‘could not be more wrong'” October 10, 2019  

Forbes Finance Council

“Eight Nontraditional Estate Planning Tips For Finance Pros and Their Clients” October 7, 2019


“New Study Finds 1 in 3 Families Who Need Summer Child Care Will Incur Credit Card Debt” June 28, 2019

Synchrony Bank

“Saving for Education in Blended Families” June 19, 2019

Forbes Finance Council

“Stock Success: 15 Tips For Young Adults Dipping Into Investing” December 28, 2018

Forbes Finance Council

“Nine Brick-And-Mortar Business Strategies To Beat Online Competitors” December 4, 2018

Forbes Finance Council

“Five Ways Business Owners Can Start Preparing For The Holiday Retail Season” July 31, 2018


“A Pre-Pregnancy Financial Planning Guide: Money moves for prospective parents” July 19, 2018

Forbes Finance Council

“Eight Essential College Classes For Those Considering A Career In Finance” June 5, 2018

Market Watch

Market Watch

“Yes, Save Twice Your Salary By The Time You’re 35- and 7 Other Things You Should Do” May 28, 2018
Nasdaq logo


“Common ESG Investing Misconceptions Debunked” May 7, 2018

Fairy God Boss


“6 Signs You Have an Unhealthy Relationship With Money” December 20, 2017


“Four Ways to Help Others While Helping Yourself, Too: 2017 Year-End Charitable Giving Strategies” December 6, 2017

Forbes Finance Council

“Four Ways To Help Others While Helping Yourself, Too: 2017 Year-End Charitable Giving Strategies” December 6, 2017

Working Mother

“Working Mother and SHOOK Research’s 2017 Top Wealth Adviser Moms” October 3, 2017


“When it Comes To Divorce, Not all Assets are Equal” September 21, 2017

Magnify Money

“4 Ways Being a Perfectionist Can Hurt Your Finances” June 9, 2017

NBC News

NBC News

“Despite Global Upheaval, It’s OK to Keep Your Foreign Investments” April 18, 2017


“Three Steps to a $1 Million College Fund” March 31, 2017

U.S. News

US News

“Yes, Cash Has a Role in Your Portfolio” May 28, 2015

Money Time

Time Money

“How Much Should I invest in Stocks? In Bonds?” December 9, 2015


Advisor Solutions

“Caring for the Caregivers” Volume 5 | Issue 4 |Q4 2013 

The Wall Street Journal

“Helping Settle a Risk-Tolerance Dispute” July 9, 2013 

Next Avenue

”The Retirement Talk Couples Need to Have – Now!” January 4, 2013

CNN Money

“Where should my mom invest $20,000?” August 17, 2012

Think Advisor


“Tried and True Optimism reigned at a roundtable of RIAs who kept the faith while being tempered by the fires of recession, fraud and volatility.” November 1, 2009



”Preparing for Retirement” September 24, 2008
Daily News logo

NY Daily News

“A Cowboy Mentality: Going Hog Wild with your Investments in 2006″ December 30, 2005



“Retirement Postponed: Baby boomers who’d expected to quit work by now discover they can’t afford it.  Blame the meltdown.” March 31, 2002 


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P: 813-639-7580
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P: 914-696-0800
F: 914-696-0808