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David Frisch (CFP®, CPA/PFS)

David Frisch focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

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.

Additional Information

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.

NAPFA Start Date

December 05, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

445 Broadhollow Rd Suite 215 Melville, NY 11747-3601 Phone: (516) 694-7900 Fax: 516-694-7901
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Other Offices

1140 Avenue of the Americas 9th Floor New York, NY 10036 Phone: (212) 983-8444 Fax: 212-983-8151
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2202 N. West Shore Blvd. – Suite 200 Tampa, FL 33607 Phone: (813) 639-7580 Fax: (813) 639-7501
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