“When you do something you love, it’s not work. My clients trust me to provide the plans that achieve their goals, allowing them to live their best life."
MELVILLE, N.Y. (PRWEB) March 06, 2020
For the second consecutive year, David A. Frisch, CPA, CFP®, PFS has been named to Forbes Best-in-State Wealth Advisor – New York. The Plainview native is the President & Founder of Frisch Financial Group, a wealth advisory firm headquartered in Melville, NY. To be considered for the Forbes annual Best-in-State Wealth Advisor Ranking, advisors must meet high standards and rigorous qualifications. Each advisor – selected by SHOOK Research – is chosen based on qualitative and quantitative criteria, including: in-person interviews, advisory credentials, industry experience, retention, compliance records, community involvement, revenue produced and assets under management.
David has directed the growth of Frisch Financial Group since its inception in 1999, propelling the award-winning firm into a wealth advisory group that manages over $480 million in assets.
“Being recognized for two consecutive years by Forbes’ Best-in-State demonstrates that my client-focused approach is effective,” said David A. Frisch, CPA, CFP®, PFS. “When you do something you love, it’s not work. My clients trust me to provide the plans that achieve their goals, allowing them to live their best life. For 25 years I’ve been a sounding board and professional financial advisor for hundreds of individuals and families. To have that many people rely on me fuels me each and every day to be committed, reliable and earnest.”
As 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 has been frequently quoted in many leading business, accounting and finance publications and has made several television appearances. For over 15 years, David was an adjunct professor at New York University’s School of Continuing Education and Professional Studies for investment management and individual income tax planning courses. In addition, he provides pro bono services, donates his time to Homes for Heroes, gives guest lectures at a local high school, has founded a student finance club and has created a scholarship fund. He is a graduate of State University of New York at Binghamton (Binghamton University).
About Frisch Financial Group
Frisch Financial Group is a fee-only advisory firm founded in 1999 and headquartered in Melville, Long Island with offices in Manhattan, Westchester and Tampa, Florida. The firm places an emphasis on working alongside clients to establish their unique goals. Advisors and staff work diligently and intelligently to enhance client wealth and specialize in managing complex tax strategies. 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® eight years in a row (2013-2020), has been included on AdvisoryHQ’s Top 10 Best Financial Planners in New York, NY list for four consecutive years (2016-2019) and has been named to AdvisoryHQ’s 2019 ranking of Top 10 Best Financial Planners in Tampa and St. Petersburg, Florida. For more information, visit http://www.FrischFinancial.com.
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