Private Wealth Manager
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.
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.
Auburn University; BA
Nova Southeastern University; MBA
College for Financial Planning; (CFP®)
Chartered Financial Consultant (ChFC).
Central Florida Financial Planning Association (FPA
Registered Advisor; National Association for Personal Financial Advisors (NAPFA)
Investment Advisor Representative: US Securities & Exchange Commission (SEC)
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.