About My Practice
We are a comprehensive financial planning and investment management services firm committed to helping our clients improve their long-term financial success.
Our customized individual financial planning programs are designed to grow, protect, and conserve our individual client's wealth by delivering an unprecedented level of personalized service and expertise. We believe that as an independent, fee-only financial advisor, we can provide the best solution for those seeking in-depth professional guidance. It comes from our philosophy of ethical, conflict-free service and placing your needs first. Services we provide are listed below.
Investment management services are the ongoing management of our client's investment portfolio including the development and implementation of a disciplined Investment strategy. Our investment management methodology is asset allocation. By balancing a client's assets among a range of asset classes, each with different performance characteristics, we help you achieve their individual objectives at the lowest level of risk.
We encourage you to meet with us at our offices in Manhattan or Long Island. Learn more about who we are, the services we offer, the personal relationships we build, the financial philosophy and investment strategies we follow, and, most important, the value-added results we have provided to our clients in the past.
David Andrew Frisch is a Fee-Only Financial Planner and is a NAPFA-Registered Financial Advisor.
Mr. Frisch is the President of Frisch Financial Group, Inc. Frisch Financial is a comprehensive investment management and financial planning firm with locations in New York City, Melville, NY, and Tampa, FL. The firm’s clientele spans across the country.
David Frisch was educated at the State University of New York at Binghamton and the College for Financial Planning, and holds a B.S. degree in Accounting.
Mr. Frisch 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.
Mr. Frisch specializes in investment management and portfolio allocation strategies, as well as financial planning, divorce planning, stock option planning, executive compensation strategies, and cash flow management. David has made several television appearances, and has been frequently quoted in articles and lectures on investment philosophies and financial planning issues. He is an adjunct professor at New York University’s School of Continuing Education for investment management and individual income tax planning courses. David’s professional career began at Arthur Andersen & Co., Inc. in the Personal Financial Planning Practice in the New York City office. David founded Frisch Financial Group Inc. in June, 1999.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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