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Frisch’s Team Member Takes a Leadership Position<\/p>\n
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Frisch Financial Group is pleased to announce that our longtime team member, Shawn P. Gallagher, CFP\u00ae, CRPC\u00ae has been promoted to Principal within our firm.<\/p>\n
\u201cWe\u2019re excited to recognize Shawn for his exceptional leadership and client-centered approach,\u201d remarked David Frisch, Founder and CEO. \u201cSince joining the Frisch team in 2015, Shawn\u2019s extensive expertise and keen ability to listen to our clients\u2019 needs and goals have made him a true asset to our firm and our clients, and his being named a principal is well deserved.\u201d<\/p>\n
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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.<\/p>\n
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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\u00ae) designation in 2011 and the Certified Financial Planner (CFP\u00ae) designation in 2013.<\/p>\n
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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.<\/p>\n
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[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.4.3″ background_color=”rgba(117,117,117,0.3)” custom_margin=”||||false|false” custom_padding=”|102px|||false|false”][et_pb_column type=”1_5″ _builder_version=”3.26″][et_pb_image src=”https:\/\/frischfinancial.com\/staging\/wp-content\/uploads\/2019\/12\/bottombrand.png” align=”center” _builder_version=”4.4.3″ transform_scale=”160%|160%” width=”100%” width_tablet=”35%” width_phone=”” width_last_edited=”on|tablet” module_alignment=”center” custom_margin=”|||0px|false|false” custom_margin_tablet=”|||32px|false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” custom_padding=”9px|39px|||false|false” mix_blend_mode=”hard-light” module_alignment_tablet=”center” module_alignment_phone=”” module_alignment_last_edited=”on|phone”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”3.26″][et_pb_text _builder_version=”4.4.3″ text_text_color=”#000000″ text_orientation=”center” custom_margin=”|||-97px|false|false” custom_margin_tablet=”|||0px|false|false” custom_margin_phone=”|||0px|false|false” custom_margin_last_edited=”on|tablet”]<\/p>\n
445 Broad Hollow Road [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”3.26″][et_pb_text _builder_version=”4.4.3″ text_text_color=”#000000″ custom_margin=”|0px||-51px|false|false” custom_margin_tablet=”|||0px|false|false” custom_margin_phone=”|||0px|false|false” custom_margin_last_edited=”on|tablet”]<\/p>\n 1140 Avenue of the Americas 9th Floor [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”3.26″][et_pb_text _builder_version=”4.4.3″ text_text_color=”#000000″]<\/p>\n 2202 N. West Shore Blvd [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”3.26″][et_pb_text _builder_version=”4.4.3″ text_text_color=”#000000″]<\/p>\n 777 Westchester Ave [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" [et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] Frisch’s Team Member Takes a Leadership Position Frisch Financial Group is pleased to announce that our longtime team member, Shawn P. Gallagher, CFP\u00ae, CRPC\u00ae has been promoted to Principal within our firm. \u201cWe\u2019re excited to recognize Shawn for his exceptional […]<\/p>\n","protected":false},"author":5,"featured_media":5605,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"\n Frisch's Team Member Takes a Leadership Position<\/p>\n\n\n\n Frisch Financial Group is pleased to announce that our longtime team member, Shawn P. Gallagher, CFP\u00ae, CRPC\u00ae has been promoted to Principal within our firm. 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.<\/p>\n\n\n\n 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\u00ae) designation in 2011 and the Certified Financial Planner (CFP\u00ae) designation in 2013.<\/p>\n\n\n\n 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.<\/p>\n\n\n\n <\/p>\n","_et_gb_content_width":""},"categories":[16],"tags":[],"yoast_head":"\n
<\/span>Suite 215<\/span>
Melville, NY 11747
<\/span>P: 516-694-7900
F: 516-694-7901<\/span><\/p>\n
New York, NY 10036
P: 212-983-8444
F: 212-983-8151<\/p>\n
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501<\/p>\n
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808<\/p>\n
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\u201cWe\u2019re excited to recognize Shawn for his exceptional leadership and client-centered approach,\u201d remarked David Frisch, Founder and CEO. \u201cSince joining the Frisch team in 2015, Shawn\u2019s extensive expertise and keen ability to listen to our clients\u2019 needs and goals have made him a true asset to our firm and our clients, and his being named a principal is well deserved.\u201d<\/p>\n\n\n\n