Daniel Brownsberger| CIMA
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Orlando, FL 32801
Daytona Beach, FL 32114
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Daniel Brownsberger is a Daytona Beach, FL Fee-Only Financial Planner serving Daytona Beach and all surrounding areas. FirsTrust, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Brownsberger is a NAPFA-Registered Financial Advisor.
Mr. Brownsberger is a Private Wealth Manager who customizes investment portfolios for FirsTrust's affluent clientele at our Corporate Operations Center in Florida.
Mr. Brownsberger is a lifetime resident of Florida. He is a former Investment Advisor at Barnett Bank / Nations Bank / Bank of America, and joined FirsTrust in 1999.
BS, Florida State; Certified Investment Management Analyst (CIMA)
Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).
Personal note: Dan is an avid kayak fisherman.
Who does YOUR financial advisor work for?
We know better than to believe the world's best financial choices are all under one roof at the bank or brokerage down the street - because we've been there.
We are former brokers, bankers, Wall Street traders and financial executives; from private firms to some of the world's largest institutions; serving all types of clients, some with over $100 million per family. But somewhere along the way, each of us had a career-changing moment of conflict when we realized the size of our paychecks was dependent upon our willingness to “recommend” the things that were most profitable for our employers.
The Morgans and Rockefellers didn’t invest with a bank or brokerage. They hired the best talent they could find, assembled their own Financial Team, and paid the Team a fee to represent the family’s best interests. Their financial advisors didn't work for an institution, they worked for the family.
In 1994, the founder of FirsTrust had a vision of providing this Family Office style of competence and objectivity to clients of all sizes without the Wall Street profit margins; without being handcuffed to an employer's "platform" of investment choices; and without compromising our objectivity with commissions, sales incentives or competing agendas.
Today, our independent technologies allow FirsTrust Advisors to objectively shop & compare financial opportunities on a wholesale basis - across the globe and from multiple institutional platforms - to find solutions that serve our clients’ best interests.
We don't work for a financial institution. We work directly for our clients; and our only financial incentive is to help them achieve their goals.