Brian Sirota, MBA, CFP®, ChFC

BScasual

Private Wealth Manager

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Mr. Sirota is a Retirement Specialist

 

Brian is a native Floridian who comes to FirsTrust with several years of experience at some of the world's largest financial institutions. 

Brian's principal expertise lies in creating efficiencies with retirement cash flows: stress-testing each client's Investment Policy Statement rate of return and determining the most efficient way to generate income - whether it comes from dividends, capital gains, taxable income - or a strategic combination thereof. 

His primary objective is to make sure every client sleeps comfortably at night without worrying about their income during retirement.   

Professional History: 

Brian is a former Investment Consultant at Fidelity Investments and E*trade. His prior Wealth Management experience also includes providing financial planning, retirement consulting, tax planning, asset protection and portfolio management services at independent investment advisor firms.

Education:

Auburn University; BA

Nova Southeastern University; MBA

College for Financial Planning; (CFP®

Chartered Financial Consultant (ChFC). 

Associations: 

Central Florida Financial Planning Association (FPA

Registered Advisor; National Association for Personal Financial Advisors (NAPFA)

Investment Advisor Representative: US Securities & Exchange Commission (SEC)

Personal note:

In addition to coaching Pop Warner football and Youth Athletic Association basketball, Brian has also volunteered his time and talents to assist at-risk, underprivileged children and families.