Daniel Brownsberger

CIMA®

FirsTrust, LLC

Financial Advisor

Daniel Brownsberger

CIMA®

FirsTrust, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Brownsberger, CIMA®

(386) 788-3737

    Fee Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide

    Daniel Brownsberger is a Daytona Beach, FL fee-only financial planner. FirsTrust, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Brownsberger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    Mr. Brownsberger is a Private Wealth Manager who customizes investment portfolios for FirsTrust's affluent clientele at our Corporate Operations Center in Florida.

    PROFESSIONAL HISTORY:

    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.

    EDUCATION:

    BS, Florida State; Certified Investment Management Analyst (CIMA)

    ASSOCIATIONS

    Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).

    Personal note: Dan is an avid kayak fisherman.

    Daniel Brownsberger is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

    • National Association of Personal Financial Advisors (NAPFA)
      Daniel Brownsberger is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • CIMA - Certified Investment Management Analyst
      Daniel Brownsberger is a Certified Investment Management Analyst® (CIMA®)

      CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

    Contact Daniel Brownsberger

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    Office Locations:

    • 121 S. Orange Ave.
      Orlando, FL 32801
    • 113 Executive Circle
      Daytona Beach, FL 32114

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