Elayne Pisarik

CFP®, CLU®, ChFC®

FirsTrust, LLC

Financial Advisor

Elayne Pisarik

CFP®, CLU®, ChFC®

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. - Elayne Pisarik, CFP®, CLU®, ChFC®

(813) 874-7200

    Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

    Elayne Pisarik is a Tampa, 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, Elayne Pisarik is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    Elayne Pisarik is a Private Wealth Manager who specializes in creating customized financial plans and consulting on advanced tax matters.

    PROFESSIONAL HISTORY:

    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.

    EDUCATION:

    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).

    ASSOCIATIONS:

    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.

    Elayne Pisarik 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)
      Elayne Pisarik 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.

    • Certified Financial Planner (CFP)
      Elayne Pisarik is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® 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.

    • CLU - Chartered Life Underwriter
      Elayne Pisarik is a Chartered Life Underwriter® (CLU®)

      A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

    • ChFC - Chartered Financial Consultant
      Elayne Pisarik 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 Elayne Pisarik

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    Office Locations:

    • 3030 North Rocky Point Dr.
      Suite 150
      Tampa, FL 33607
    • 2385 Executive Center Drive
      Suite 100
      Boca Raton, FL 33431
    • 113 Executive Circle
      Daytona Beach, FL 32114
    • 121 S. Orange Ave.
      Orlando, FL 32801
    • 3340 Peachtree Rd. NE
      Suite 580
      Atlanta, GA 30326
    • By Appointment
      The Villages, FL 32162

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