Adrian R. Frisco
Client Service Specialist
Adrian joined Clifford Swan in 2019 with 18 years of experience in the financial services industry. As a client service specialist, Adrian works closely with our planned giving clients and is responsible for administrative elements of the firm’s turnkey planned giving services.
Prior to Clifford Swan, Adrian provided investment, trust and retirement operations services at City National Rochdale. He began his career in the financial industry at Transamerica Retirement Services in 2001 and subsequently held positions as a Trust/Wealth Management Client Relationship Manager at Comerica and a Retirement Services Relationship Manager at LPL Financial.
Outside of the office, Adrian enjoys learning languages (German and Hindi are personal favorites), traveling, and visiting artisanal distilleries. As a volunteer for Junior Achievement, Adrian teaches financial literacy to elementary school students.
“I receive personal satisfaction from knowing our clients receive personalized, responsive service and that they experience the highest form of professionalism."
California State University Long Beach, Bachelor of Science, Speech Communications, 2016