Welcome to
Frolicstein Financial Wealth Mgmt. ESTD. 1986

 
 

David L. Frolicstein CFP has served as owner of Frolicstein Financial Wealth Management since 1986.  In 1978, he received his undergraduate degree in education from Northern Illinois University. He received his Master's degree in 1979, also from Northern Illinois University. 

In 1987, Dave earned the designation of CFP. He has also qualified for the Million Dollar Round Table for more than 20 years, including  Court of the Table and Top of the Table qualifications.

Dave is a past President of the Fox Valley Estate Planning Council.  Dave is a past President and still sits on the board of directors with the National Association of Insurance and Financial Advisors Chicagoland. 

Dave also currently sits on the Board of Directors for the Saint Charles Chamber of Commerce.  He was named the Board Member of the Year in 2019, and he was named Chamber Member of the Year in 2022

Dave was honored by NAIFA Dupage as the 2010 Hall of Fame Member of the Year. 

Dave is dedicated to developing lasting relationships with all his clients. He believes in helping each client become confident in assessing his or her financial goals, personal risk number, what risk number their current portfolio is, and what risk number they need to reach their retirement goals. One of the benefits of working with Dave is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Dave can provide is a roadmap to working toward a more secure financial future.

Dave previously played professional trumpet in the Chicago area performing with such luminaries as Frank Sinatra, Diana Ross, Bob Hope, Jay Leno and many others in addition to recording commercials and playing first trumpet at the Shubert Theater; ending his full-time career with the Broadway show Cats; at that time the longest-running musical in Chicago. Click HERE to view more music highlights. 

Dave and his wife, Carol, have been married since 1980. They live in St. Charles, IL, and are the parents of three adult children. Dave enjoys playing golf and exercising. He has competed in several triathlons, numerous half marathons and completed 3 Chicago Marathons.

 

 

The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.