Private Wealth Manager
Mr. Sirota is a Retirement Specialist
Brian Sirota is a lifelong Floridian whose interest in finance began in the 6th grade with the inspirational moments he shared with his grandfather, reading the Wall Street Journal and tracking stocks together.
With his career path in sight, Brian obtained a bachelor’s degree in business finance at Auburn University, completed his master’s degree at Nova Southeastern University, and headed straight onto Wall Street at one of the world’s largest investment brokerages.
Brian’s early years were spent enduring the traditional Wall Street indoctrination of customer service and client relationship management, securities trading, sales licensing, proprietary product training and investment consulting. He was quickly recognized for his outstanding performance and promoted every year; yet amidst these rewarding experiences, he began to resent the institutional culture that kept everyone around him focused on successful transaction quotas instead of the success of their clients.
Over time, Brian reached a crossroad - as the wisest eventually do - where paths became clearly divided between one that led to achieving the client’s objectives and the alternative that led to earning year-end bonuses.
It was then that Brian realized the path he needed to take meant he had to do more - and do more things differently.
"Do more… and do more things differently.”
Do more meant taking the time to obtain a comprehensive understanding of each client’s specific financial objectives; otherwise, there was simply no legitimate basis to offer investment recommendations, tax strategies, retirement advice or estate planning techniques. To excel in this direction, Brian enrolled in the Chartered Financial Consultant training program and obtained both the ChFC® and Certified Financial Planner (CFP®) designations; placing him among an elite group of only 8,000 financial professionals nationwide.
Do more things differently meant separating himself from those who work for Wall Street and becoming someone who actually works for his clients. He instantly gained broader, more competitive choices for his clients at an independent, Private Wealth Management firm, and he voluntarily relinquished all insurance and investment sales licenses to eliminate any doubt that his advice and recommendations were never influenced by anything other than the success of his clientele.
Those who know him best will tell you that Brian actually cares. Not just about his client’s financial wellbeing, but about who they are. He wants to know where they come from, what they did during their lifetimes. He wants to hear about the memories of their childhood, their family, the values they developed and how they would like to be remembered in future generations. If you ask Brian, these are things that transcend investment statements and tax returns.
What frustrates Brian most are financial professionals who knowingly take advantage of investors. “Many advisors are quick to call themselves “fiduciaries” but slow to show you the sales licenses in their back pockets.” He believes true transparency will only come with effective regulatory action and enforcement; and until that happens, “Just do the right thing anyway.”
Today, Brian applies the extraordinary depth of his expertise by constantly “stress testing” his clients’ investment policies to create cash flow efficiencies. Whether it comes from dividends, interest, or capital gains - whether it’s tax-free from cost basis, taxable income or a strategic combination thereof – Brian’s objective is to make sure his clients receive a consistent, tax-efficient income throughout their retirement - and sleep comfortably throughout the night - without worrying about money.
Auburn University: Bachelor’s Degree in Business Finance
Nova Southeastern University: MBA; Masters of Business Administration
College for Financial Planning: Certified Financial Planner™ curriculum
American College: Chartered Financial Consultant curriculum
Financial Service Representative: Fairwinds Credit Union
Investment Consultant: Fidelity Brokerage Services
Investment Consultant: E*TRADE Securities
VP of Wealth Management: Camarda Wealth Advisory Group
Independent Financial Advisor: Liberty Partners
Family Wealth Advisor: Atlantic Wealth Partners
Private Wealth Advisor: Cary Stamp & Company
Licenses and Affiliations:
Certified Financial Planner ™ (CFP®): CFP Board
Chartered Financial Consultant (ChFC®)
Investment Advisor Representative (U.S. Securities & Exchange Commission)
Registered Financial Advisor: National Association of Personal Financial Advisors (NAPFA)
Chamber of Commerce: Palm Beach Gardens
Chamber of Commerce: Palm Beach
Chamber of Commerce: Palm Beaches
Managing Member: Jupiter Social Club
Edna W. Runner Tutorial Center
Susan G. Komen Center
On a personal note, Brian is a former competitive AAU Baseball player and remains active today with two young sons and their various football, baseball, basketball, and hockey adventures. Among their many international travels, Brian and his wife have become particularly fond of Bora Bora and hope to return soon.
At Brian’s request: - The Auburn University Creed-
I believe that this is a practical world and that I can count only on what I earn. Therefore, I believe in work, hard work.
I believe in education, which gives me the knowledge to work wisely and trains my mind and my hands to work skillfully.
I believe in honesty and truthfulness, without which I cannot win the respect and confidence of my fellow men.
I believe in a sound mind, in a sound body and a spirit that is not afraid, and in clean sports that develop these qualities.
I believe in obedience to law because it protects the rights of all.
I believe in the human touch, which cultivates sympathy with my fellow men and mutual helpfulness and brings happiness for all.
I believe in my Country, because it is a land of freedom and because it is my own home, and that I can best serve that country by "doing justly, loving mercy, and walking humbly with my God."
And because Auburn men and women believe in these things, I believe in Auburn and love it.
-George Petrie (1943)