Elayne Pisarik, CFP®, CLU, ChFC, MTax

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Senior Financial Advisor
Email Elayne

Mrs. Pisarik is among the most highly credentialed advisors in the industry

 

Elayne Pisarik is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC) with two masters degrees, one of which is a Masters in Taxation. She serves as a senior-level Private Wealth Manager at FirsTrust, specializing in creating highly-customized financial plans and consulting on advanced tax matters.

Professional History:
Elayne grew up in North Carolina and West Tennessee. Her financial career began in the securities & insurance industry as a planner with MetLife, and later at Phoenix where she designed financial plans and tax strategies for high net worth clients. She joined FirsTrust in 2000.

Education: 

BS, University of Tennessee

Master of Taxation, Nova Southeastern University

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Certified Financial Planner (CFP®)

Master of Taxation (MTax).

Associations:

Member, FPA (Financial Planning Association)

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

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

Personal note:
Elayne is a die-hard Tennessee Volunteer fan.