Michael Frieda

MiCHAEL Frieda - FOUNDER - CLU, ChFC

Founder

Putting your client's financial needs first is my job! Many of your clients are very serious about managing their financial affairs responsibly in order to achieve their financial goals. That's where I come in. Working together, we design a sound, disciplined plan to help meet your client's financial needs.

Current Affiliations:


  • Financial Advisor at USPNY Private Wealth Management
  • Insurance consultant at Crystal Wealth Management, Inc.
  • Registered representative with Private Client Services, LLC

Past Affiliations:


  • Managing Partner at Nationwide Financial (Los Angeles/New York City)
  • District Manager at Equitable (AXA- New York City)
  • Nassau County Chapter, Financial Service Providers
  • San Fernando Valley Chapter, Financial Service Providers
  • General Agency Manager's Association

  • New York State Insurance Pre-Licensing Instructor
  • New York State Insurance Continuing Education Instructor
  • New York State Insurance Continuing Education Monitor/Proctor
  • New York City Chapter, Financial Service Providers
  • National Association of Financial Service Providers
  • Financial Services Institute/Member of Independent Financial Advisors
  • Investment Advisor Representative (Series 65)
  • General Securities (Series 7), Principal (Series 24)

  • Consistent Annual Qualifier of high levels of excellence
  • Prestigious sales awards, too numerous to mention
  • Worldwide Industry Leader: Million Dollar Round Table
  • Top of The Table (top 5% in the world) 5 out of 8 years
  • Court of the Table (top 15% in the world) 5 out of 8 years
  • Financial Services sales, Sales management, Sales Coaching since 1981

Michael and his wife Debra like to travel between both coasts. Michael's outside interests include fine arts, food, wine, sports, fishing, and travel. He's also recently taken up golf, but since he's still a bit of a hacker, he suggests that you don't call to schedule a round with him just yet.

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