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

John A. Frisch, CFP®

CPA/PFS,AIF,PPC

President

Alliant Wealth Advisors

4008 Genesee Pl, Ste 201
Prince William, VA 22192
FINANCIAL ADVISOR'S WEBSITE
(866) 364-6262
(703) 878-9050
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General

John Frisch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alliant Wealth Advisors in Prince William, VA and the surrounding communities.

Financial Advisor Experience

John A. Frisch, CPA/PFS, CFP®, AIF®, PPC™ has over 30 years of experience in the finance industry. He is a CPA, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and a Professional Plan Consultant™. As a fee-only Financial Planner located in Northern Virginia, he serves greater Woodbridge, Manassas, Fairfax and Reston, Virginia areas as well as clients nationwide. He tends to all your financial needs and goals—not just your investments with the objective to "Simplify Your Financial Path". John Frisch is a NAPFA-Registered Advisor.

As President of Alliant, John serves clients directly, handles day-to-day management of the firm, and provides its strategic vision.

John is a veteran of the financial services industry. His interest in investing took hold early—he began charting stocks at the age of 10. John started his career in 1984, as a Certified Public Accountant with an independent accounting firm. He would go on to found and co-own a CPA firm, Frisch, Ambrosiano & Kontos, PC, for a decade, before selling it in 2005. John has also served as an executive with mutual-fund and broker-dealer firms.

In 1995, John founded Alliant Wealth Advisors to provide comprehensive, fiduciary wealth management for families, and retirement-plan consulting for businesses. John holds a degree in Accounting and Information Systems, from Geneva College, in Western Pennsylvania.

John is strongly committed to community service. He founded the Prince William Financial Institute to provide networking and education opportunities for financial professionals in Prince William, Virginia. He served on the three-county Battlefield Advisory Board for Branch Bank & Trust Co. (BB&T) for 15 years, was a recent four-year member of the Finance Committee for the Prince William Chamber of Commerce, and is actively involved in Virginia Society of CPA chapters. Previously, John served as Treasurer and as a member of the Board of Directors for the Prince William Regional Chamber of Commerce and was the Accounting Chair on the Capital Campaign Steering Committee for Potomac Hospital (currently Sentara Hospital) in Prince William.

Due to John’s special concern for the families who lost loved ones in the 9/11 terrorist attacks, he has continuously served as a docent at the 9/11 Pentagon Memorial in Arlington since the program’s inception in 2009. In addition, he serves on the Board of Trustees for CASA Children’s Intervention Services. Away from work, he enjoys competitive ultra running (defined as running distances of 50 km or more) and boating. He is an avid fan of, and is annually disappointed by, D.C.’s professional sports teams. He lives in Manassas, Va., on the Occoquan River, with his family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - PPC, AIF

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Sudden Wealth, Women's Finances

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