Shawn Gallagher, CFP®, CRPC®
Your Bridge to Financial Independence
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Frisch Financial Group
Shawn Gallagher, CFP®, CRPC®
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 Shawn Gallagher, CFP®, CRPC®
Shawn Gallagher joined Frisch Financial Group in 2015 and specializes in financial planning and portfolio allocation strategies. He is a great listener and earns each client’s trust by taking the time to understand their goals and dreams. By getting to know what is uniquely important to them, he can best serve clients with personalized short-term and long-term financial plans designed for their needs.Shawn holds a B.A. from Syracuse University and earned a Certified Financial Planner® designation in 2013. With over 15 years of experience in the financial field, he has contributed to pieces featured in media outlets such as Newsday, Think Advisor and This Old House. In 2022, Shawn was promoted to a Principal with the firm.
Shawn is an active member of the Financial Planning Association of Long Island. He is a lifelong auto enthusiast and in his free time he enjoys golfing, playing guitar, and coaching little league baseball.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning Counselor (CRPC)
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
Syracuse University, Bachelor of Arts (BA), Industrial and Product Design
Hobbies and Interests
- Baseball
- Cars
- Family
- Golf
- Music
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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