Driven by the belief that the best way to serve clients was with a highly personalized approach, David began Frisch Financial Group from his apartment in 1999. His unwavering commitment to helping people achieve their definition of financial success combined with a long-standing philosophy of ethical, conflict-free service has led to the firm’s organic yet exponential growth.
David is highly experienced in working with clients to create customized investment management solutions and providing tax-saving strategies to protect financial legacies. He specializes in wealth preservation and simplifying complex financial situations.
David has been widely recognized for his accomplishments as a financial expert. Forbes has repeatedly included him in their ranking of New York’s Best-in-State Wealth Advisors, and Long Island Business News selected him for their Executive Circle Award as well as their inaugural Banking and Finance Power List. In addition, David is frequently asked to contribute his financial expertise to a variety of media outlets.
David’s was educated at the State University of New York Binghamton School of Management. After earning his Bachelor of Science in Accounting, David’s professional career began at Arthur Andersen & Co., Inc.
David is father to triplets. On weekends, you can find him traveling the Northeast visiting his children at college or at home working on a DYI project alongside his wife and their Goldendoodle, Reese.