Forbes Names Joyce A. Streithorst, CFP®, MSFS, CDFA to 2020 Best-in-State Wealth Advisor – New York

Share Article

Frisch Financial Group’s Director of Financial Planning Named for Second Time by Forbes

“My passion is working with women, families and business owners to develop plans that lead them toward achieving their financial goals."

For the second time in three years, Joyce A. Streithorst, CFP®, MSFS, CDFA has been named to Forbes Best-in-State Wealth Advisor – New York. The Baldwin native is the Director of Financial Planning and Chief Compliance Officer for 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 using qualitative and quantitative criteria, including: in-person interviews, advisory credentials, industry experience, retention, compliance records, community involvement, revenue produced and assets under management.

Having been included on Working Mother magazine’s list of Top Wealth Advisor Moms for three consecutive years (2017 to 2019) and with over 25 years of experience in finance, Joyce has played a leadership role in guiding the strong growth of Frisch Financial Group for over 15 years. Today the firm manages over $480 million in assets.

“Being named to Forbes’ prestigious list for the second time validates my commitment and dedication to my clients,” said Joyce A. Streithorst, CFP®, MSFS, CDFA. “My passion is working with women, families and business owners to develop plans that lead them toward achieving their financial goals. I’m surrounded by a professional team at Frisch that works together and shares the same spirit and enthusiasm to build relationships with our clients and create and preserve their wealth.”

Joyce is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association – Long Island Chapter, the Association of Divorce Financial Planners and the Daughters of the American Revolution. She donates her time to providing educational programs on various personal finance topics to women in the community and to not-for-profit organizations. From 2010 to 2013, Joyce was an adjunct professor and taught Individual Income Tax Planning at New York University’s School of Continuing Education and Professional Studies. Joyce has also been quoted in many leading business and finance publications since joining Frisch in 2004. She is a graduate of Adelphi University and received her master’s degree from The American College of Financial Services.

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.
Award selection methodology links:

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Joyce Streithorst
Visit website