Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
FirsTrust, LLC
Senior Financial Advisor and Tax Analyst
Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
FirsTrust, LLC
Senior Financial Advisor and Tax Analyst
I enjoy analyzing the unique financial components of each client profile and finding new opportunities to make a real, positive difference for each and every one." - Elayne Pisarik, CFP®, CLU®, ChFC®, M.Tax
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 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, Elayne Pisarik is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mrs. Pisarik is among the most highly credentialed advisors in the industry.
Elayne Pisarik is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC) with two masters degrees, one of which is a Masters in Taxation. She serves as a senior-level Private Wealth Manager at FirsTrust, specializing in creating highly-customized financial plans and consulting on advanced tax matters.
PROFESSIONAL HISTORY:
Elayne grew up in North Carolina and West Tennessee. Her financial career began in the securities & insurance industry as a planner with MetLife, and later at Phoenix where she designed financial plans and tax strategies for high net worth clients. 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 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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Elayne Pisarik 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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Elayne Pisarik 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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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.
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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.
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Elayne Pisarik is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Elayne Pisarik
Office Locations:
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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.
Suite 1500
Orlando, FL 32801 -
1990 Main Street
Suit 750
Sarasota, FL 34236
