Frisch Financial Group Names Shawn P. Gallagher Principal

Frisch Financial Group, Inc., a fee-only fiduciary advisory firm with headquarters in Melville, NY (Long Island) and additional offices in Manhattan, Westchester, Tampa-Florida, is pleased to announce the promotion of Shawn P. Gallagher, CFP®, CRPC® to Principal with the firm. Founded in 1999, Frisch Financial Group manages over $600 million in assets (AUM) and offers a comprehensive range of customized investment management, financial planning, and wealth management services to clientele focused on achieving their financial goals.

“We’re excited to recognize Shawn for his exceptional leadership and client-centered approach” remarked David Frisch, Founder and CEO, Frisch Financial Group. “Since joining the Frisch team in 2015, Shawn’s extensive expertise and keen ability to listen to our clients’ needs and goals have made him a true asset to our firm and our clients, and his being named a principal is well-deserved,” David added.

With over 20 years of experience in the financial and investment industry, Shawn provides his clients with comprehensive financial planning and portfolio allocation strategies. He works with each client to customize an investment strategy based on their unique financial goals and risk tolerance, as well as the state of the economy and market. He is an active member of the Long Island Chapter of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). Shawn has contributed to pieces featured in media outlets such as Newsday, Think Advisor and This Old House.

Shawn holds a B.A. from Syracuse University and has earned the Chartered Retirement Plan CounselorSM (CRPC®) designation in 2011 and the Certified Financial Planner® (CFP®) designation in 2013. Prior to joining Frisch Financial Group, Shawn held financial and wealth management advisor positions at other leading financial investment firms, including TIAA-CREF, T. Rowe Price, and E*TRADE.

Shawn has strong ties to his Long Island community of West Islip, NY, where he resides with his wife and two children. Shawn is a lifelong auto enthusiast and in his free time he enjoys golfing, playing guitar and coaching little league baseball.

About Frisch Financial Group, Inc.

Frisch Financial Group is a fee-only fiduciary advisory firm founded in 1999 with offices in Manhattan, Westchester, Tampa-Florida, with headquarters in Melville, NY (Long Island). The firm currently manages over $600 million in assets (AUM) and offers a comprehensive range of customized investment management, financial planning, and wealth management services to select clientele focused on achieving their goal of financial independence. For more information, visit www.FrischFinancial.com