Frisch Financial Group, Inc.

Joyce Streithorst is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc. in Melville, NY. She has been with the firm since 2004. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and options, using a range of strategies supported by third-party research and ongoing portfolio monitoring.

Peter Vitale is a financial advisor at Frisch Financial Group, Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Fidelity Personal and Workplace Advisors, and TD Waterhouse Investor Services. Frisch Financial Group, Inc. serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm manages broadly diversified portfolios using a range of investment strategies and supplements its work with third-party research and ongoing monitoring.

David Frisch is a CFP® and PFS™ with 22 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc., where he has worked since 1999. He is based in Melville, NY, and is part of a seven-advisor team. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets. The firm serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning with an emphasis on diversified investment strategies across various asset classes.

Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.

Shawn Gallagher is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Frisch Financial Group, Inc. since 2015. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of strategies and investment vehicles, and it provides financial planning and consulting services tailored to client needs.

Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.