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.