Longtime Principal and Wealth Advisor Assumes Leadership Role
Frisch Financial Group is proud to announce that Jason M. Sacks, CFP® has been named President of the firm.
Jason joined Frisch in 2006 as a Senior Investment Analyst and became a Principal in 2010. Over the years, he has consistently demonstrated strong leadership and an unwavering commitment to serving our clients with care, integrity, and expertise.
David Frisch, CPA, CFP®, PFS, CEO and Founder of Frisch Financial Group, shared, “We’re proud to announce that Jason Sacks, who has been a valued part of the Frisch Financial Group family for nearly 20 years, has been appointed as our new President. Jason brings not only exceptional experience and leadership, but also a genuine passion for our mission and people. Many of you already know Jason. He has built lasting relationships with clients and team members alike and truly embodies the values that define who we are. We couldn’t be more confident in the future with our leadership team at the helm.”
In his new role, Jason will help guide the firm’s continued growth through strategic planning and goal setting alongside David Frisch, CEO. He will also continue in his role as a Wealth Advisor, providing the same high level of personal service and financial guidance that our clients have come to rely on.
Jason Sacks, CFP® said,“It’s an incredible honor to step into the role of President at Frisch Financial Group. Having spent nearly 20 years growing alongside this firm and our clients, I’m deeply grateful for the trust placed in me. I look forward to building on the strong foundation we’ve created together and leading with the same commitment, care, and integrity that have always defined who we are.”
Please join us in congratulating Jason on this exciting next chapter! We look forward to all that lies ahead.
