Brian Sirota, CFP®, ChFC, MBA

Comprehensive Financial Planner

Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 17 years of planning experience. He brings a comprehensive approach to helping FirsTrust clients achieve their financial goals.

113 Executive Circle, Daytona Beach, FL 32114
(386) 788-3737brian@financialteam.comLinkedIn
Brian Sirota profile picture

Education

Bachelor's Degree

Auburn University, Business Finance

Master of Business Administration (MBA)

Nova Southeastern University

Licenses & Certifications

Certified Financial Planner™ (CFP®)

CFP Board

Chartered Financial Consultant™ (ChFC®)

The American College

Investment Advisor Representative

U.S. Securities & Exchange Commission (SEC)

Series 65 License

FINRA

Professional Affiliations

National Association of Personal Financial Advisors (NAPFA)

Industry Experience

17+

Years of Experience

Specializations

Comprehensive Financial Planning for High-Net-Worth Individuals & Families

Investment Management

Tax-Efficient Retirement Income Distribution Strategies for Retirees

Social Security Optimization Planning

Cash Flow, Risk Management, & Debt Payoff Strategies

Legacy & Wealth Preservation Planning

Asset Protection & Estate Planning

Professional History

Current
FirsTrust Logo

Comprehensive Financial Planner

FirsTrust

Current

Provides comprehensive financial planning services to private clients and families, helping them achieve their long-term financial goals.

Private Wealth Advisor

Cary Stamp & Company

Previous

VP of Wealth Management

Camarda Wealth Advisory Group

Previous

Investment Consultant

Fidelity Brokerage Services

Career Start

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 PetrieThe Auburn Creed

Interview with Brian