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

Frisch Financial Group is a full service professional firm of financial planners and investment managers dedicated to help clients achieve financial independence. We will help plan and provide a custom strategy designed to grow, protect and conserve your wealth to attain your financial goals. We encourage you to meet with us, learn who we are, the financial services we offer, the personal relationships we build, the financial philosophy we follow, and most important, the value-added results we have provided to our clients. We offer you peace of mind by knowing that your financial interests are being handled by us.

Additional Information

Please refer to the Frisch Financial website (www.frischfinancial.com) for complete disclosure of my experience, education, areas of expertise, my code of ethics and the services provided by Frisch Financial Group, Inc.

NAPFA Start Date

December 05, 2006

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This Office

1140 Avenue of the Americas 9th Floor New York, NY 10036 Phone: (212) 983-8444 Fax: 212-983-8151

Other Offices

2202 N. West Shore Blvd. – Suite 200 Tampa, FL 33607 Phone: (813) 639-7580 Fax: (813) 639-7501
445 Broadhollow Rd Ste 215 Melville, NY 11747-3601 Phone: (516) 694-7900 Fax: 516-694-7901