What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Daytona Beach, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Daytona Beach, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Bradley Brescia
CFP®
Moisand Fitzgerald Tamayo, LLC
Daytona Beach, FL
Specialties: Tax Planning and Advice specific to your family, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Investment Management, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Assuring the less financially inclined spouse in your household is well served if widowed
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Elayne Pisarik
CFP®, ChFC®, M.Tax
FirsTrust
Daytona Beach, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Ryan Osborne
CFP®, CFA, EA
Moisand Fitzgerald Tamayo, LLC
Daytona Beach, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, Analyzing company benefits, Opening investment accounts and putting your cash to work
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Daytona Beach, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust
Daytona Beach, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Christopher Cannon
CFA®
FirsTrust
Daytona Beach, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
