MELVILLE, N.Y., Oct. 23, 2019 /PRNewswire-PRWeb/ -- Working
Mother magazine and SHOOK Research have released their 2019 list of
Top Wealth Advisor Moms and, for the third year in a row,
Joyce Streithorst has been included.
Working Mother is an editorial publication in both print and
digital format that provides guidance and highlights the successes
of working mothers who are dedicated to building their careers and
supporting their families at the same time. SHOOK Research is an
organization that seeks to recognize outstanding leaders in the
financial industry through a series of specially devised criteria
meant to find those in the field who are going above and beyond.
Streithorst has spent the majority of her career navigating the
challenges of being both a financial professional and a mom.
SHOOK Research considered wealth advisors who are mothers with
at least one child living at home under the age of 18. SHOOK
Research uses qualitative and quantitative criteria which includes,
but is not limited to, the candidate's investing process, client
retention, industry experience, assets under management and revenue
generated for their firm. With over 25 years of experience in
finance, and the last 15 years spent at Frisch Financial,
Streithorst has helped guide the growth of this award-winning firm
which is currently managing $445
million in assets. Having received the Women's Choice Award®
for 7 years in a row (2013-2019), being listed by AdvisoryHQ as one
of the Top 10 Best Financial Advisors in New York City each year from 2016-2019, and
also being named by AdvisoryHQ in 2019 as one of the Top 10 Best
Financial Advisors in Tampa &
St. Petersburg, FL, Frisch
Financial has continued to excel with Streithorst as Director of
Financial Planning.
As a Forbes 2018 Best-in-State Wealth Advisor, and a three-time
(2017-2019) Working Mother magazine "Top Wealth Advisor Mom," it is
evident that Streithorst brings a commitment to excellence in all
she does for her clients at Frisch Financial. She believes that
using her own life experiences in combination with her financial
expertise enhances her ability to serve her clients' and women's
needs even more.
Streithorst is a member of the National Association of Personal
Financial Advisors (NAPFA), the Financial Planning Association –
Long Island Chapter, the Association of Divorce Financial Planners
and the Daughters of the American Revolution. She specializes in
investment management and financial planning to both create and
preserve wealth. She has been quoted in multiple publications and
often lectures on various personal finance topics for women. She
currently does pro-bono work with several organizations. From
2010-2013 Streithorst was an adjunct professor and taught
Individual Income Tax Planning at NYU School
of Continuing and Professional Studies. She joined Frisch
Financial in 2004.
About Frisch Financial Group
Frisch Financial Group is a fee-only advisory firm that was founded
in June 1999 by David A. Frisch, CPA, CFP®, PFS. The firm places
an emphasis on helping clients to establish their unique goals, and
works with them to enhance wealth, while specializing in managing
complex tax strategies. Their clients include small business owners
(particularly family owned businesses), senior executives of large
corporations with complex compensation programs and families who
are committed to leaving a legacy and creating multi-generational
wealth. Frisch Financial has received the Women's Choice Award®
seven years in a row (2013-2019), has been included on AdvisoryHQ's
Top 10 Best Financial Planners in New
York, NY list for 4 consecutive years (2016-2019) and named
to AdvisoryHQ's 2019 ranking of Top 10 Best Financial Planners in
Tampa & St. Petersburg, FL.
Awards Selection Criteria
Working Mother's Top Wealth Advisor Moms
SHOOK Research considered wealth advisers who are mothers with at
least one child living at home and under the age of 18. Ranking
algorithm is based on qualitative measures derived from telephone
and in-person interviews and surveys: service models, investing
process, client retention, industry experience, review of
compliance records, firm nominations, etc.; and quantitative
criteria, such as assets under management and revenue generated for
their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisers rarely
have audited performance reports. Rankings are based on the
opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother
receives compensation from the advisers or their firms in exchange
for placement on a ranking.
The Women's Choice Award® -
https://www.womenschoiceaward.com/methodology/
AdvisoryHQ -
https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
Forbes Best-in-State Wealth
Advisor -
https://www.forbes.com/sites/rjshook/2018/02/15/forbes-best-in-state-wealth-advisors-methodology/#7ca4487615dd
SOURCE Frisch Financial Group, Inc.