Brian Sirota, CFP®, ChFC, MBA
Comprehensive Financial Planner
Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 16 years of planning experience. He brings a comprehensive approach to helping FirsTrust clients achieve their financial goals.

Education
Bachelor's Degree
Auburn University, Business Finance
Master of Business Administration (MBA)
Nova Southeastern University
Licenses & Certifications
Certified Financial Planner™ (CFP®)
CFP Board
Chartered Financial Consultant™ (ChFC®)
The American College
Investment Advisor Representative
U.S. Securities & Exchange Commission (SEC)
Series 65 License
FINRA
Professional Affiliations
National Association of Personal Financial Advisors (NAPFA)
Industry Experience
Years of Experience
Specializations
Comprehensive Financial Planning for High-Net-Worth Families
Retirement Income Distribution Strategies
Education Funding & 529 Plan Optimization
Cash Flow Management & Debt Reduction Planning
Risk Management & Insurance Analysis
Goal-Based Investment Planning
Professional History

Comprehensive Financial Planner
FirsTrust
Current
Provides comprehensive financial planning services to private clients and families, helping them achieve their long-term financial goals.
Private Wealth Advisor
Cary Stamp & Company
Previous
VP of Wealth Management
Camarda Wealth Advisory Group
Previous
Investment Consultant
Fidelity Brokerage Services
Career Start
“I believe in Auburn and love it. I believe in the human touch, which cultivates sympathy with my fellow men and mutual helpfulness and brings happiness for all. 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.”
Interview with Brian
What brought you to financial planning?
I have always been fascinated by the intersection of math and human behavior. Financial planning lets me help people make sense of complex decisions that affect their entire lives—retirement, education, legacy. It is deeply rewarding.
What does comprehensive financial planning mean to you?
It means looking at the whole picture—not just investments, but cash flow, taxes, insurance, estate planning, and retirement. I help clients connect all the pieces so they can make confident decisions about their financial future.
What sets FirsTrust apart from other advisory firms?
We are Fee-Only fiduciaries. That means we do not earn commissions or sell products. Our only incentive is to give you the best advice possible. When you work with us, you know our interests are completely aligned with yours.
How do you approach financial planning for clients?
I start by listening. Every client has unique goals, concerns, and circumstances. Once I understand their full picture, I can build a comprehensive plan that addresses everything from day-to-day cash flow to long-term legacy goals.
You went to Auburn University. War Eagle?
War Eagle! Auburn taught me the value of integrity and hard work. The Auburn Creed—especially the part about doing justly, loving mercy, and walking humbly—still guides how I approach my work and my relationships with clients.
What do you enjoy doing outside of work?
I love spending time with my family and staying active. Whether it is coaching my kids sports teams or getting outdoors, I believe in maintaining balance. It keeps me energized and focused when I am helping clients.
Any advice for someone just starting their financial journey?
Start early and be consistent. Even small steps—like automating your savings or paying off high-interest debt—compound over time. And do not be afraid to ask for help. A good financial planner can save you from costly mistakes and help you reach your goals faster.
