David A. Frisch,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Frisch, CFP®

CPA, PFS,

President

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road, Suite 215
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard, Suite 200
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

100 Park Avenue, Suite 1600
New York, NY 10017
FINANCIAL ADVISOR'S WEBSITE
(516) 694-7900
(813) 639-7580 (212) 983-8444

General

David Frisch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FRISCH FINANCIAL GROUP, INC. in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Retirement, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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