Daniel Brownsberger
CIMA®
FirsTrust, LLC
Senior Investment Advisor
Daniel Brownsberger
CIMA®
FirsTrust, LLC
Senior Investment Advisor
"Price is what you pay. Value is what you get." ~ Warren Buffett - Daniel Brownsberger, CIMA®
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 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, Daniel Brownsberger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Daniel Brownsberger is a senior-level Private Wealth Manager who customizes investment portfolios for FirsTrust's affluent clientele in Central Florida. Dan is also a Member of the firm's Investment Committee.
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 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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Daniel Brownsberger 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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Daniel Brownsberger is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Daniel Brownsberger
Office Locations:
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121 S. Orange Ave.
Orlando, FL 32801 -
113 Executive Circle
Daytona Beach, FL 32114
