Frisch Financial Group is a recommended firm that participates in the TD Ameritrade Institutional Services’ “AdvisorDirect” referral program of independent advisors. We are members of the National Association of Personal Financial Advisors (NAPFA).
David A. Frisch, CPA, CFP®, PFS, started Frisch Financial Group, Inc., in 1999. From the start, David fostered a philosophy of placing the utmost value on clients’ financial and life goals, and striving to build long-term relationships based on trust and the highest levels of personal service.
Over the years, Frisch Financial Group has grown into a steadfast, dependable, and trustworthy financial services firm. It has been our good fortune to assemble a team of people who share David’s vision. Our team members include:
David A. Frisch, CPA, CFP®, PFS
President and Founder
David specializes in investment management and portfolio allocation strategies as well as financial planning, specifically stock option planning, executive compensation strategies, and cash-flow management. He has more than 20 years of experience in all areas of wealth management . David has written numerous articles and he lectures on investment philosophies and financial planning issues as an adjunct professor at New York University’s School of Continuing Education.
Jason M. Sacks, CFP®, CFS
Jason specializes in investment management and portfolio allocation strategies. He has more than 15 years of experience working with investment portfolios, and has extensive knowledge of mutual funds, stocks, fixed income, options, and exchange-traded funds (ETFs). Jason is the head trader of Frisch Financial and develops investment strategies. He joined the firm in 2006 as a senior investment analyst and became Partner in 2010.
Joyce A. Streithorst, CFP®, MSFS, CDFA
Head of Financial Planning Services, Chief Compliance Officer
Joyce specializes in financial planning and tax planning strategies. She has 20 years of experience as a financial planner and money manager. Joyce earned a Certified Financial Planner® designation in 1995 and a master of science degree in financial services from The American College in 2002. She earned a certificate as a Divorce Financial Analyst in 2009. She joined the firm in 2004.
Jignesh N. Patel
Senior Investment Advisor
Jignesh specializes in investment management and portfolio allocation strategies. He has more than 8 years of experience as a financial services advisor and trader. Jignesh earned a bachelor of business administration degree in finance and investments from Baruch College in 2002. He joined the firm in 2012.
Harold S. Frisch, PE
Chief Financial Officer
Hal is responsible for the firm’s finances (client billing, accounts receivable, accounts payable), human resources and technology. He has more than 40 years of experience as a corporate executive and consultant in information management systems. Hal earned a bachelor of engineering degree at Stevens Institute of Technology.
Denise L. Davies
Chief Operations Officer
Denise ensures the office is run efficiently and effectively. She also ensures our administrative staff is responding to your needs. She joined the firm in 2005 and holds a bachelor of science degree in finance from the State University of New York.
Paul A. Tuttle
Financial Planning Associate
Paul assists in the preparation of financial plans and provides tax planning services. Paul joined the firm in 2011. He earned a bachelor of science degree in business management at Stonehill College.
Wendy E. Brennan
Senior Client Services Representative
Wendy assists clients with administrative services that pertain to your portfolio accounts. Services include the completion of forms, help with deposits or withdrawals, and assistance in wire transfers. She joined the firm in 2011. She attended SUNY Oneonta and is a Notary Public.
Additional Support Staff
John W. Meyer, CFP® - Tax Specialist
Jisla Aube – Administrative Assistant/Receptionist
Beverly Frisch – Administrative Assistant
Gail Soffer – Administrative Assistant
Laura Ehrlich – Administrative Assistant