Elayne Pisarik| CFP®, CLU®, ChFC®
- 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
Tampa, FL 33607
Boca Raton, FL 33431
Daytona Beach, FL 32114
Atlanta, GA 30326
The Villages, FL 32162
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Elayne Pisarik is an Orlando, FL fee only financial planner serving the Orlando area and clients across the country through FirsTrust's other office locations (Atlanta, Tampa, Boca Raton, Daytona Beach, The Villages, FL). FirsTrust, LLC specializes in providing objective financial planning to help clients manage their assets through life's transitions. Elayne Pisarik is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Elayne Pisarik is a Private Wealth Manager who specializes in creating customized financial plans and consulting on advanced tax matters.
Elayne grew up in North Carolina and West Tennessee. Her financial service career began in the securities & insurance industry as a financial planner with MetLife, and later at Phoenix where she designed financial plans and estate tax strategies for clients with large estates. She joined Firstrust in 2000.
BS, University of Tennessee; Master of Taxation, Nova Southeastern University; Professional Designations Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP®), and Master of Taxation (M.Tax).
Member, FPA (Financial Planning Association): Registered Advisor of the National Association for Personal Financial Advisors.
Personal note: Elayne is a die-hard Tennessee Volunteer fan.
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.