Frisch Ranked 2019 Best-in-State Wealth Advisor by Forbes & SHOOK Research
MELVILLE, N.Y., April 05, 2019 /PRNewswire-PRWeb/ -- David Frisch has directed the growth of Frisch Financial Group from a startup in 1999, to a firm managing over $450 million in assets today. Frisch Financial has been named by AdvisoryHQ as one of the Top 10 Best Financial Advisors in New York City each year from 2016-2019, and as one of the Top 10 Best Financial Advisors in Tampa & St. Petersburg, FL in 2019. Frisch Financial Group has become well-established under David's leadership.
David has been frequently quoted in articles and has made several television appearances. He is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (Personal Financial Planning Committee), and a member of the Financial Planning Association - New York Chapter. David was an adjunct professor at New York University's School of Continuing Education for investment management and individual income tax planning courses. His professional career began at Arthur Andersen & Co., Inc. in the Personal Financial Planning Practice in the New York City office.
Joyce A. Streithorst, CFP®, MSFS, CDFA, Frisch Financial's Director of Financial Planning, and a 2018 Forbes Best-in-State Wealth Advisor, has worked with David for nearly 25 years. "I congratulate David on his recognition by Forbes and SHOOK Research. His love of helping clients with their investment management and financial planning needs are an inspiration to all those around him. David shows his dedication to his clients every day and serves as a role model to the next generation of financial advisors."
To be considered for the Forbes annual Best-in-State Wealth Advisor Ranking, advisors must meet significant standards. Forbes and SHOOK Research use qualitative and quantitative criteria which include predetermined minimum thresholds, acceptable compliance records and a nomination. Reviews continue with an analysis of AUM (assets under management), client retention and telephone or in-person meetings. The analysis takes into consideration the full client experience, advisor credentials, team dynamics, community involvement and discussions with peers.
About Frisch Financial Group
Frisch Financial Group is a comprehensive fee-only financial planning and investment management advisory firm that was founded in June 1999 by David A. Frisch, CPA, CFP®, PFS. The firm places an emphasis on helping clients to establish their unique goals, and works with them to enhance wealth, while specializing in managing complex tax strategies. Their clients include small business owners (particularly family owned businesses), senior executives of large corporations with complex compensation programs and families who are committed to leaving a legacy and creating multi-generational wealth. Frisch Financial has received the Women's Choice Award® seven years in a row (2013-2019), has been included on AdvisoryHQ's Top 10 Best Financial Planners in New York, NY list for 4 consecutive years (2016-2019) and named to AdvisoryHQ's 2019 ranking of Top 10 Best Financial Planners in Tampa & St. Petersburg, FL. The firm has offices in Melville, NY, New York City, White Plains, NY and Tampa, FL. Frisch's clientele spans across the country.
SOURCE Frisch Financial Group
