Joyce Streithorst, CFP®, MSFS, CDFA
Your Bridge to Financial Independence
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Frisch Financial Group
Joyce Streithorst, CFP®, MSFS, CDFA
Melville, NY
Serving Clients Nationwide
Your Bridge to Financial Independence
Areas of Focus
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Joyce Streithorst, CFP®, MSFS, CDFA
Joyce Streithorst is a financial advisor who has built her career around her passion for helping others succeed. Joyce joined Frisch Financial Group in 2004 and specializes in financial planning and tax planning. She has a reputation for compassionately guiding clients through major life changes such as the loss of a spouse, divorce, and those who have come into sudden money.With over 25 years dedicated to her work and continuing education in the financial industry, Joyce has earned recognition as a leader in the field. Multiple rankings have listed Joyce among the country’s best wealth advisors, including Forbes Top Women Wealth Advisors and New York’s Best-in-State Wealth Advisors, Crain’s New York Business Notable Women in Financial Advice, and Working Mother magazine’s Top Wealth Advisor Moms. She regularly publishes articles on a variety of financial topics, gives lectures on financial planning for women, and has been interviewed as a subject matter expert by various news outlets.
Joyce holds degrees in Bachelor of Business Administration from Adelphi University and Master of Science in Financial Services (MSFS) from The American College and is a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA).
Joyce resides on Long Island in the same town where she and her husband grew up and subsequently raised their two children. In her free time Joyce enjoys collecting new stamps in her passport, reading, and taking long walks with her dog, Penny.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Science in Financial Planning (MSFP)
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
Adelphi University, Bachelor of Business Administration (BBA), Finance, General | Muhlenberg College, Business Administration
Hobbies and Interests
- Family
- Reading
- Traveling
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Divorce
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women in Transition
- Women’s Finance
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