Brian Sirota Email & Phone Number
Private Wealth Manager @ FirsTrust, LLC
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Brian Sirota Location
- Daytona Beach, FL, US
Brian Sirota Work
- 2020 -now Private Wealth Manager @
- 2018 -2020 Private Wealth Advisor @
- 2016 -2018 Vice President of Wealth Management, Wealth Advisor @
- 2014 -2015 Investment Consultant @
- 2013 -2014 Investment Solutions Representative @
- 2013 -2013 Premium Relationship Associate @
- 2012 -2013 Financial Representative @
Brian Sirota Education
- CFP Board
CERTIFIED FINANCIAL PLANNER™, CFP® (Financial Planning)
2019-2019 - The American College of Financial Services
Chartered Financial Consultant®, ChFC® (Financial Planning)
2017-2018 - Nova Southeastern University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2010-2012 - Auburn University
Bachelor’s Degree (Finance)
2006-2010
Brian Sirota Skills
- Financial Planning
- Retirement Planning
- Tax Mitigation
- Portfolio Management
- Estate Planning
- Asset Protection
- Retirement Income Planning
Brian Sirota Summary
- Brian Sirota, based in Daytona Beach, FL, US, is currently a Private Wealth Manager at FirsTrust, LLC. Brian Sirota brings experience from previous roles at Cary Stamp & Co / Principled Wealth Advisors, Camarda Wealth Advisory Group and Fidelity Investments. Brian Sirota holds a 2019 - 2019 CERTIFIED FINANCIAL PLANNER™, CFP® in Financial Planning @ CFP Board. With a robust skill set that includes Financial Planning, Retirement Planning, Tax Mitigation, Portfolio Management, Estate Planning and more. Brian Sirota has 2 emails and 2 mobile phone numbers on RocketReach.
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