Brian Sirota
CFP®, ChFC®, MBA
FirsTrust, LLC
Private Wealth Manager
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust, LLC
Private Wealth Manager
Do more - and do more differently. - Brian Sirota, CFP®, ChFC®, MBA
Fee-Only financial planner located in Daytona Beach, FL, serving clients locally and across the country
Brian Sirota is a Daytona Beach, FL fee-only financial planner. FirsTrust LLC provides comprehensive wealth management, investment management, and trust and estate management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Sirota is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brian Sirota is a native Floridian who comes to FirsTrust equipped with several years of experience providing concierge-level client services at some of the world's largest financial institutions.
PROFESSIONAL HISTORY:
Brian is a former Investment Consultant at Fidelity Investments and E*trade. His prior Wealth Management experience also includes providing financial planning, retirement consulting, tax planning, asset protection and portfolio management services at independent investment advisor firms.
EDUCATION:
BA, Auburn University
MBA, Nova Southeastern University
Certified Financial Planner (CFP®) certificant
Chartered Financial Consultant (ChFC)
ASSOCIATIONS
Central Florida Financial Planing Association (FPA); Registered Advisor; National Association for Personal Financial Advisors (NAPFA); Chamber of Commerce; .
Personal note:
In addition to coaching Pop Warner football and Youth Athletic Association basketball, Brian has also volunteered at the Edna Runner Tutorial Center where his time and talents have aided at-risk, underprivileged children and families.
Brian Sirota is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Sirota is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian Sirota is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Sirota is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Brian Sirota
Office Locations:
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113 Executive Cir
Daytona Beach, FL 32114 -
2385 Executive Center Drive
Suite 100
Boca Raton, FL 33431 -
3030 North Rocky Point Dr.
Suite 150
Tampa, FL 33607 -
121 S. Orange Ave.
Orlando, FL 32801 -
1990 Main Street
Suite 750
Sarasota, FL 34236
