David A. Frisch, CPA, CFP®, PFS, President and Founder of Frisch Financial Group, has been included in Forbes’ ranking for New York.
The entire team at Frisch Financial is proud of David Frisch and the well-deserved recognition he is receiving with inclusion on Forbes’ 2019 Best-in-State Wealth Advisors Ranking for New York. As President and Founder, he has directed the growth of Frisch Financial Group from a startup in 1999, to a firm managing over $450 million in assets today. David has been quoted in many articles, including the Wall Street Journal, CNBC and Money and has made several television appearances.
Joyce Streithorst, 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.”
The Forbes list is developed by SHOOK Research and based on both qualitative and quantitative criteria. Criteria include predetermined minimum thresholds, acceptable compliance records, and a nomination. Advisors must have at least 7 years of experience as an advisor, at least 1 year at the current firm and over 50% over Frisch Financial’s revenue must be derived from working with individuals. Advisors complete an online survey to supply further information. Then, 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. SHOOK is completely independent and objective and does not receive any compensation from advisors.
David looks forward to the continued growth of Frisch Financial as he remains committed to helping his clients achieve their financial goals and serving them for many years to come.
Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first.