Frisch Financial Group Names Shawn P. Gallagher, CFP®, CRPC® CFP Partner

Frisch Financial Group, Inc., a fee-only fiduciary advisory firm with offices in Manhattan, Westchester, Tampa-Florida, with headquarters in Melville, NY (Long Island), is pleased to announce the appointment of Shawn P. Gallagher, CFP®, CRPC® to the position of Partner with the firm. Founded in 1999, Frisch Financial Group manages over $550 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.

“We’re excited to recognize Shawn for his exceptional leadership, client-centered approach, and commitment to maintaining the highest level of competency,” 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 his clients’ needs and goals have made him a true asset to our firm and our clients, and his being named a partner is a welldeserved,” David added.

Drawing from over 20 years of experience in the financial and investment banking 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 as well as the National Association of Personal Financial Managers (NAPFM). He holds a B.A. from Syracuse University and has earned the Chartered Retirement Plan Counselor (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 Laidlaw & Company, 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. Frisch Financial Group’s support of the Building Homes for Heroes® organization provides him with a unique opportunity to assist injured veterans who are new homeowners with pro-bono financial advice and guidance in maintaining their home expenses, paying property taxes and planning for a successful future.

Shawn is a lifelong auto enthusiast and in his free time he enjoys golfing and the guitar.

About Frisch Financial Group, Inc.

Frisch Financial Group is a fee-only fiduciary advisory firm founded in 1999 with offices in Manhattan, Westchester, TampaFlorida, with headquarters in Melville, NY (Long Island). The firm currently manages over $550 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