Dan Brownsberger, CIMA

dbcasual

Senior Investment Advisor

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Mr. Brownsberger is a Certified Investment Management Analyst

Backstory:

Dan is a lifelong resident of Florida. As the son of a US Navy Commander, Dan witnessed the direct correlation between hard work and success and inherited a personal value system of continually raising the bar on his own expectations.

Career In Finance:

After graduating from Florida State University, Dan started his career providing accounting systems to small businesses.   As he continued to raise the bar, Dan shifted his career path toward helping people secure their financial goals and gained experience with various insurance, bank and brokerage firms where he became familiar with a wide variety of financial products and services.

After ten years and multiple levels of success, Dan became concerned that his focus had become too intensely concentrated on his employer’s profit objectives and not his client’s financial objectives. The constant push for sales quotas and limited product promotions provided neither the time, nor the incentive, to service existing customers.

Dan was convinced that achieving financial success is a process, not a product, and it was time to raise the bar on his personal value objective to a level that enhanced his value to clients.

In 1999, Dan joined FirsTrust where he became a Fee-Only Investment Advisor. He soon attained the Certified Investment Management Consultant (CIMC) and Certified Investment Management Analyst (CIMA) designations and spent the next 20+ years designing and managing investment portfolios to help his clients achieve their personal goals and objectives.

Those who know him best  will tell you that Dan is an honest, trustworthy individual with a sense of humor.

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"Price is what you pay."

"Value is what you get."

                                              Warren Buffett

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Education: 

Florida State: Bachelor of Science

Certified Investment Management Analyst (CIMA)

Certified Investment Management Consultant (CIMC)

Industry Experience:

Financial Advisor: The Phoenix

Account Specialist: James Mitchell & Co.

Financial Consultant: Barnett Bank

Financial Consultant: NationsBanc Investments

Licenses and Affiliations:

Certified Investment Management Analyst (CIMA): Investments & Wealth Institute.

Investment Advisor Representative: U.S. Securities & Exchange Commission (SEC)

Registered Financial Advisor: National Association of Personal Financial Advisors (NAPFA)

Knights of Columbus

Personal note:
Dan is an avid racquetball player and kayak fisherman. He loves the outdoors, is a proud “Pop Pop” to 4 grandchildren, and volunteers his time to a non-profit animal rescue organization.