Brian Sirota, MBA, CFP®, ChFC

  • Brian Sirota, MBA, CFP®, ChFC

Private Wealth Manager

10-year career

Mr. Sirota is a native Floridian and the newest member of the FirsTrust FinanciaTeam. He comes equipped with several years of experience providing concierge-level client services at some of the world's largest financial institutions. 

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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:

BA, Auburn University

MBA, Nova Southeastern University

Certified Financial Planner (CFP) certificant

Chartered Financial Consultant (ChFC). 

 

ASSOCIATIONS

Central Florida Financial Planing Association (FPA); Registered Advisor; National Association for Personal Financial Advisors (NAPFA); Chamber of Commerce; .

 

Personal note:

In addition to coaching Pop Warner football and Youth Athletic Association basketball, Brian has also volunteered at the Edna Runner Tutorial Center where his time and talents have aided at-risk, underprivileged children and families.