Shawn P. Gallagher, CFP<sup>&reg;</sup> - Financial Advisor

Shawn P. Gallagher, CFP®

CRPC

Principal & Wealth Advisor

Frisch Financial Group

445 Broadhollow Rd, Ste 215
Melville, NY 11747-3601
+ 1 More Location

Frisch Financial Group

1140 Avenue of the Americas, Fl 9
New York, NY 10036-5803
FINANCIAL ADVISOR'S WEBSITE
(516) 694-7900
+1 More Number
(212) 983-8444

General

Shawn Gallagher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Frisch Financial Group in Melville, NY and the surrounding communities.

Financial Advisor Overview

Shawn joined Frisch Financial Group in 2015 and specializes in financial planning and portfolio allocation strategies. He is a great listener and earns each client’s trust by taking the time to understand their goals and dreams. By getting to know what is uniquely important to them, he can best serve clients with personalized short-term and long-term financial plans designed for their needs. Shawn holds 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, he has contributed to pieces featured in media outlets such as Newsday, Think Advisor and This Old House. In 2022, Shawn was promoted to a Principal with the firm.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning

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Helpful Financial Planning Resources