Shawn Gallagher, CFP®, CRPC
Fee-only financial advisor for families, retirees, and business owners
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Serving Clients Nationwide
Fee-only financial advisor for families, retirees, and business owners
Areas of Focus
- Business Owners
- Compensation Planning
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Shawn Gallagher, CFP®, CRPC
Hi, I'm Shawn Gallagher, Principal and Wealth Advisor at Frisch Financial Group.I joined Frisch Financial Group in 2015 and specialize in financial planning and portfolio allocation strategies. I am a great listener and earn each client's trust by taking the time to understand their goals and dreams. By getting to know what is uniquely important to them, I can best serve clients with personalized short-term and long-term financial plans designed for their needs.
I hold a B.A. from Syracuse University and earned a Certified Financial Planner® designation in 2013. With over 15 years of experience in the financial field, I have contributed to pieces featured in media outlets such as Newsday, Think Advisor and This Old House. In 2022, I was promoted to a Principal with the firm.
In 2025, I was recognized by Long Island Business News with the Executive Circle Award*, which honors individuals who consistently demonstrate remarkable leadership skills, integrity, values, vision, commitment to excellence, company performance, community service, and inclusion.
I am an active member of the Financial Planning Association of Long Island. I am a lifelong auto enthusiast and in my free time I enjoy golfing, playing guitar, and coaching little league baseball.
*Criteria for all awards can be found via the Awards page.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
445 Broad Hollow Road, Suite 215, Melville, NY 11747
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Frisch Financial Group
Frisch Financial Group is a fee-only, fiduciary financial planning and investment management firm founded in 1999 and headquartered in Melville, New York, with additional offices in New York City, White Plains, and Tampa.Who We Serve
We work with individuals, families, executives, and business owners who want a partner to help them protect, preserve, and enhance their wealth. Our clients include retirees, pre-retirees, and multi-generational families throughout Long Island, the New York metro area, and across the country.
Our Services
We offer a coordinated combination of investment management and financial planning, including retirement planning, estate planning, tax-efficient strategies, and executive compensation planning. Our investment approach combines strategic asset allocation, regular portfolio rebalancing, and tax-efficient portfolio construction, always working in our clients' best interests as fiduciaries.
Our Philosophy
We are fee-only, fiduciary advisors, legally and ethically bound to work in your best interest. We do not sell products or accept commissions, so our advice remains objective and unbiased. Twenty-plus years in business have taught us how to provide exceptional service, earn trust, and counsel individuals and families toward wise, informed financial decisions.
Investment advisory services are offered through Frisch Financial Group, Inc., a registered investment adviser with the U.S. Securities and Exchange Commission.
Education
Syracuse University, Bachelor of Arts
Volunteer Experience
Building Homes For Heroes - Pro Bono Financial Planning
Hobbies and Interests
- Baseball
- Family
- Golf
- Music
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
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FAQs
FAQ Disclosures
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