David A. Frisch, CPA, CFP®, PFS
Your Bridge to Financial Independence
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Frisch Financial Group
David A. Frisch, CPA, CFP®, PFS
Melville, NY
Serving Clients Nationwide
Your Bridge to Financial Independence
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About David A. Frisch, CPA, CFP®, PFS
Driven by the belief that the best way to serve clients was with a highly personalized approach, David Frisch 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.
David has been widely recognized for his accomplishments as a financial expert. Forbes has repeatedly included him in their ranking of New York’s Best-in-State Wealth Advisors, and Long Island Business News selected him for their Executive Circle Award as well as their inaugural Banking and Finance Power List. In addition, David is frequently asked to contribute his financial expertise to a variety of media outlets.
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
- Financial Planning Association
Primary Location
445 Broad Hollow Road, Suite 215, Melville, NY 11747
Additional Locations
📍 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
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to let us know how we can be of service, and we’ll be in touch with you soon! We respect your privacy, and won’t share your contact information or interests with anyone outside our firm. We look forward to speaking with you.Offers Investment Management
Yes
About Frisch Financial Group
Do you want financial peace of mind and the tools to reach your financial goals? At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.We help simplify your financial complexities through The Frisch Process. As a fee only advisor, we do not sell any products and therefore, you can trust Frisch Financial to provide unbiased advice.
Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success.
We Treat Our Clients Like Family
Being a part of the Frisch Financial family means your overall wants, needs & goals are heard through our experienced listening skills so together we create an achievable financial plan. You will always receive unbiased advice that is in your best interest, along with an understanding of your complex financial situation through organization and prioritization.
Your Frisch Financial family will be there to care for you through some of life’s most difficult times and will provide continuous communication to help you navigate through it all.
Our Mission & Vision
Our mission is simple – to help you protect, preserve, and enhance your wealth.
Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so you can achieve your milestones and dreams.
The Frisch Financial Group bridges your long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.
Education
Binghamton University School of Management, Bachelor of Science (B.S.), Accounting
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women’s Finance
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