Joyce named to media publication’s inaugural Notable Women in Financial Advice New York City list!
“To love what you do and feel like it matters, how could anything be more fun?” – Katherine Graham, CEO, Washington Post Company
Katherine Graham was the first woman to head a Fortune 500 company in 1972. While that number has grown over the years, there is still much more work to be done. Change – real substantive change that overcomes personal and professional challenges, and societal norms, takes time, intelligence, skills, dedication and perseverance. Crain’s New York Business is recognizing the change in the Financial Advisory sector focusing on women who have broken through barriers to create lasting change and make their mark on the industry, and Frisch Financial Group’s Joyce Streithorst, CFP®, MSFS, CDFA, was recently included within their inaugural list of New York City’s Notable Women in Financial Advice, 2020.
It takes discipline, training and years of developing expertise in a wide breadth of financial studies to earn the qualifications necessary to hold certain professional financial titles. With a Master of Science in Financial Services (MSFS) from The American College, designation as a Certified Financial Planner (CFP®), certification as a Divorce Financial Analyst (CDFA), and over 25 years of experience as a financial planner and money manager, Joyce has put in the work to earn her place amongst the other notable women Crain’s New York Business is highlighting.
“I have a passion for helping people make the most of their financial resources and working with them to create their plan to achieve financial independence and live the life of their dreams. I love learning about our clients and their important goals and using my knowledge and skills, every day, to earn their trust and confidence to help them through each stage of their life,” says Joyce. “I’m thrilled to be included in Crain’s list alongside these inspiring women leaders who have made names for themselves in New York City’s competitive financial world.”
Specializing in financial education, wealth management strategies and tax implication planning, in 2020 Joyce has also been professionally recognized on the national and state level. Forbes named her as one of New York State’s Best-in-State Wealth Advisors and included her in their ranking of America’s Top Women Wealth Advisors. Additionally, Working Mother magazine included her in their national list of Top Wealth Advisor Moms. The entire team at Frisch Financial is proud of Joyce and her achievements!
Crain’s Advisor honorees were selected based on several factors including the level of assets under management, inclusion in reputable advisor rankings and professional certifications and accomplishments. For others, criteria included the potential influence of the honoree’s work on the delivery and quality of financial advice and/or the extent of its innovation.
Selection criteria for Forbes Best-in-State Wealth Advisors can be found here.
Selection criteria for Forbes Top Women Wealth Advisors can be found here.
Selection criteria for Working Mother Top Wealth Advisor Moms can be found here.
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.