Elayne Pisarik, CFP®, CLU, ChFC, MTax

Senior Financial Advisor
27-year career: 20 years with FirsTrust

Mrs. Pisarik is one of the industry's most highly-credentialed financial experts and a senior-level Private Wealth Manager at FirsTrust who specializes in creating customized financial plans and consulting on advanced tax matters. She is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) with two masters degrees, one of which is a Masters in Taxation.

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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).

 

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