David Frisch | AICPA ENGAGE 2019

David Frisch

CPA, PFS
President, Frisch Financial Group, Inc.
Melville, NY

David Andrew Frisch is a Fee-Only Financial Planner and is a NAPFA-Registered Financial Advisor. Mr. Frisch is the President of Frisch Financial Group, Inc. Frisch Financial is a comprehensive investment management and financial planning firm with locations in New York City, Melville, NY, White Plains, NY and Tampa, FL. The firm’s clientele spans across the country. Frisch Financial is ranked as one of the top 10 advisory firms in New York by AdvisoryHQ from 2016-2018, and has received The Women’s Choice Award® six years in a row (2013 - 2018). https://www.womenschoiceaward.com/financial-advisor/ http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/ David Frisch was educated at the State University of New York at Binghamton and the College for Financial Planning, and holds a B.S. degree in Accounting. Mr. Frisch is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (Personal Financial Planning Committee), and a member of the Financial Planning Association – New York Chapter. Mr. Frisch specializes in investment management and portfolio allocation strategies, as well as financial planning, divorce planning, stock option planning, executive compensation strategies, and cash flow management. David has made several television appearances, and has been frequently quoted in articles and lectures on investment philosophies and financial planning issues. He was an adjunct professor at New York University’s School of Continuing Education for investment management and individual income tax planning courses. David’s professional career began at Arthur Andersen & Co., Inc. in the Personal Financial Planning Practice in the New York City office. David founded Frisch Financial Group Inc. in June, 1999.