Brian Sirota (CFP®, ChFC®, MBA)
Brian Sirota focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- AUM
- Baby Boomers
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
NAPFA Start Date
July 07, 2020