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.