Frisch’s Team Member Takes a Leadership Position

Frisch Financial Group is pleased to announce that our longtime team member, Shawn P. Gallagher, CFP®, CRPC® has been promoted to Principal within our firm.

“We’re excited to recognize Shawn for his exceptional leadership and client-centered approach,” remarked David Frisch, Founder and CEO. “Since joining the Frisch team in 2015, Shawn’s extensive expertise and keen ability to listen to our clients’ needs and goals have made him a true asset to our firm and our clients, and his being named a principal is well deserved.”

Shawn enjoys working closely with clients to customize investment strategies based on their unique financial goals and risk tolerance, as well as the economy and market. He draws on his 20 years of experience in the financial industry to personalize his comprehensive financial planning and portfolio strategies. He is looking forward to continuing his work with clients while growing in his new leadership role.

Shawn is an active member of the Long Island Chapter of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). He has contributed to pieces featured in media outlets such as Newsday, ThinkAdvisor, and This Old House. Shawn holds a B.A. from Syracuse University. He earned the Chartered Retirement Plan Counselor (CRPC®) designation in 2011 and the Certified Financial Planner (CFP®) designation in 2013.

Shawn resides in West Islip, NY with his wife and two children. He is a lifelong auto enthusiast and in his free time he enjoys golfing, playing guitar and coaching little league baseball.