David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

President & Founder

David Frisch

CFP®, CPA, PFS

Frisch Financial Group, Inc.

President & Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Frisch, CFP®, CPA, PFS

Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide

David Frisch is a fee-only financial planner. Frisch Financial Group, Inc. provides comprehensive and objective financial planning and investment management to help senior executives, business owners, and families to organize, grow and protect their wealth through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Frisch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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, Westchester, 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 was 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.

David Frisch is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

With so many people calling themselves “financial advisors” and the different ways in which they get compensated (commissions on what they sell or fee-only), it’s difficult to know where to turn.  

You need the assurance that the financial firm you choose shares your values, understands your goals and is always on your side.  You will find that partner in FRISCH FINANCIAL GROUP, INC.   We will clarify, organize and consolidate multiple financial instruments and strategies to create a unified “big picture” that accommodates your needs and your goals.  We strongly believe that independent, fee-only financial advisors provide the best solution for those seeking in-depth professional guidance.  It comes from our long-standing philosophy of ethical, conflict-free service and placing your needs first.  

We are also proud to have been accepted by TD Ameritrade Institutional Services to participate in their ‘AdvisorDirect’ referral program of independent financial advisors.

FRISCH FINANCIAL GROUP, INC. provides two core services: fee-only financial planning and investment management.  Financial planning can include investment planning, executive compensation (e.g. stock options), retirement planning, estate planning, insurance analysis, tax advice, and cash flow planning. Investment management is the ongoing management of your investment portfolio including the development and implementation of a disciplined investment strategy.  Your risk tolerance and the tax ramifications of the investments are always taken into consideration.

You are invited to meet with us at our offices conveniently located in Manhattan, Melville, Long Island, White Plains, NY, or Tampa, FL.  Learn 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 successful results we have provided our clients.  Allow us to earn your trust, offer you value and inspire your financial confidence.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Estate Planning

Ideal Clients

  • Retirees and Near Retirees
  • C-Suite Executives
  • Sudden Money Situations
  • Business Owners
  • Complex Family Finances

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David Frisch is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    David Frisch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    David Frisch is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CPA - Certified Public Accountant
    David Frisch is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    David Frisch is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

Contact David Frisch

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Office Locations:

  • 445 Broad Hollow Road
    Suite 215
    Melville, NY 11747
  • 1140 Avenue of the Americas
    9th Floor
    New York, NY 10036
  • 2202 N. West Shore Blvd.
    Suite 200
    Tampa, FL 33607
  • 777 Westchester Ave
    Suite 101
    White Plains, NY 10604

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