Private Wealth
Management Group
Management Group
Private Wealth Manager
Education:
Auburn University: Bachelor’s Degree in Business Finance
Nova Southeastern University: Master of Business Administration (MBA)
College for Financial Planning: Certified Financial Planner™ curriculum
American College: Chartered Financial Consultant curriculum
Industry Experience:
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
Brian Sirota is a lifelong Floridian whose interest in finance began in the sixth grade with the inspirational moments he shared with his grandfather while 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 to Wall Street by joining 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 despite 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: achieve the client’s objectives or earn a year-end bonus. It was then that Brian realized the path he needed to take meant he had to do more - and do more differently.
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"Do more - and do more differently.”
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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 differently meant separating himself from those who work for Wall Street by actually working for his clients. He instantly gained access to 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 was 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 clients' financial well-being, but about who they are. He wants to know where they come from and what they did during their lifetimes. He wants to hear about their childhood memories, their families, the values they developed, and how they would like to be remembered by 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 says. Brian 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 ensure his clients receive consistent, tax-efficient income throughout retirement, and that they sleep comfortably at night without worrying about money.
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 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)
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