Jason Sacks, CFP®

Principal and Wealth Advisor

Old Bethpage, New York, United States Contact Info
412 followers 401 connections

Join to view profile
University of Delaware

About

Are you an executive or leader of a successful family-owned business who has worked hard and has retirement on the horizon? If so, I can help. I work with small business owners and senior executives to create unbiased investment strategies to help them keep more of their hard-earned money. As a successful business owner or executive, you understand the importance of planning for success. You also know how valuable it is to work with someone who has this same mindset. I have that mindset and will be your retirement business partner, someone you can trust and who can help you plan ahead and build the resources you need to provide the lifestyle you want – for you and your family.

As the Chief Investment Officer and a CERTIFIED FINANCIAL PLANNER™, I will keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, our team of portfolio advisors is driven to do what is right for you and your family by sharing different ideas and opinions. This helps ensure that potential consequences of any action within your portfolio have been thoroughly considered. There are so many things in life you can’t control. So our team focuses on being good at the things we can control, to help you and your family enjoy the retirement you dream of.

We build custom portfolios carefully constructed for your best interests. It takes more time, knowledge, and technical analysis but it is what makes our jobs rewarding. When building your portfolio, we make sure that you have a full understanding of how we are investing your money and why we recommend certain investment strategies.

When we work together, I will help you create and manage your retirement funds in a strategic and unbiased manner that allows you to meet your goals for life in retirement. If my approach sounds like a good fit for you, I’d enjoy the opportunity to work with you.

Articles by Jason

See all articles

Activity

Experience

  • Frisch Financial Group

    Frisch Financial Group

    18 years 6 months

    • Frisch Financial Group Graphic

      Principal and Wealth Advisor

      Frisch Financial Group

      - Present 14 years 6 months

    • Frisch Financial Group Graphic

      Partner, Director of Investments

      Frisch Financial Group

      - Present 18 years 6 months

      In my role at Frisch Financial Group, I build relationships with clients where I am your partner and a member of your team. Communication is the cornerstone of these relationships. I lead my team in investment management and portfolio allocation strategies with the focus on building custom portfolios carefully created for our clients’ best interests. We get to the customized part by having great conversations with our clients where we listen and educate.

      Our investment team is…

      In my role at Frisch Financial Group, I build relationships with clients where I am your partner and a member of your team. Communication is the cornerstone of these relationships. I lead my team in investment management and portfolio allocation strategies with the focus on building custom portfolios carefully created for our clients’ best interests. We get to the customized part by having great conversations with our clients where we listen and educate.

      Our investment team is constantly reviewing all types of investment vehicles to identify those that are most appropriate. We also monitor individual stocks, bonds and alternative investments using both fundamental and technical analysis to identify investment opportunities. We determine the best parts of multiple investment methodologies and intertwine them. We can also shift from one methodology to another based on market and economic conditions that may provide either greater potential for growth or better potential for stability and safety. Rebalancing is done strategically to take advantage of market conditions, stock prices and your tax situation, not just because it’s time to rebalance.

      The bottom line is that your portfolio is developed and maintained by a team of advisors working collaboratively. We develop an investment strategy based on your financial goals, risk tolerance, market conditions, the economy, and even the political climate. When any one of those things changes, we make adjustments. Lastly, we ensure that you thoroughly understand what we recommend and any activity made within your investment portfolio.

      We are great communicators, which leads to your financial success.

  • TD Waterhouse Capital Markets, Inc. Graphic

    Investment Advisor

    TD Waterhouse Capital Markets, Inc.

    - 4 years 11 months

    In my role at TD Waterhouse, I worked as an investment advisor where I managed a book of business with over 600 clients. I provided investment solutions using many different investment vehicles and advanced investment strategies. My strategies were successful and recognized by management who then paired me up with other advisors to help them develop investment/business strategies for clients.

  • Charles Schwab Graphic

    Investment Specialist

    Charles Schwab

    - 8 months

    At Schwab, I had the opportunity to work as an investment specialist. The best lesson I learned in this position was that I thrived on working with clients. While I gained value skills and knowledge in investment research, I missed the interaction with clients.

  • Dreyfus Graphic

    Financial Consultant and Service Rep

    Dreyfus

    - 3 years 2 months

    I started my career in the financial services area at Dreyfus (a BNY Mellon company) as a service representative assisting customers with questions related to investments. Over my 3 year career at Dreyfus, I moved into the role of financial consultant where I focused on developing new clients, working with existing client base, servicing client needs, and making financial recommendations accordingly. I enjoyed working with my clients and realized I would have a life-time career in the…

    I started my career in the financial services area at Dreyfus (a BNY Mellon company) as a service representative assisting customers with questions related to investments. Over my 3 year career at Dreyfus, I moved into the role of financial consultant where I focused on developing new clients, working with existing client base, servicing client needs, and making financial recommendations accordingly. I enjoyed working with my clients and realized I would have a life-time career in the financial services area.

Education

  • University of Delaware

    Bachelor of Arts (BA) Economics

    -

Licenses & Certifications

Honors & Awards

  • Women’s Choice Award for Financial Advisors & Firms 2013-2016

    Women's Choice Awards May 2016

    The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.

    The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele. Advisors who qualify for the Award are evaluated using 17…

    The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.

    The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele. Advisors who qualify for the Award are evaluated using 17 objective criteria. In addition, and to augment the evaluation process, the advisor is required to submit letters of validation from senior representatives at their respective firm or broker dealer and/or they may have completed a survey of the advisor’s clients to obtain client feedback regarding service and practices.

    http://www.womenschoiceaward.com/awarded/financial-advisors/featured/frisch-financial- group-inc

  • Top 10 Financial Advisors in New York

    AdvisoryHQ

    What methodology did we use in selecting this list of best financial advisors and top wealth managers in New York?Using publicly available sources, we identified a wide range of financial advisors, asset and wealth managers, and financial planners that provide services in New York City and surrounding areas.

    We then applied AdvisoryHQ’s Breakthrough Selection Methodology to identify the final list of top advisors that provide services to communities in and around New York City, New…

    What methodology did we use in selecting this list of best financial advisors and top wealth managers in New York?Using publicly available sources, we identified a wide range of financial advisors, asset and wealth managers, and financial planners that provide services in New York City and surrounding areas.

    We then applied AdvisoryHQ’s Breakthrough Selection Methodology to identify the final list of top advisors that provide services to communities in and around New York City, New York.

    Methodology for Selecting the Top Financial Advisors – New York City, New York
    http://www.advisoryhq.com/articles/top-rated-best-financial-advisors-in-new-york-ny/

View Jason’s full profile

  • See who you know in common
  • Get introduced
  • Contact Jason directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses

See all courses