Elayne Pisarik (CFP®, ChFC®, CLU, MTX)

Elayne Pisarik focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Tax Planning

Planning Specialties

FirsTrust is a Fee-Only ensemble of financial experts serving Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments, taxes, trusts & estates, and retirement planning.

Additional Information

The thing that sets me apart from the "pack" is my core belief that an advisor should be paid for service, not for sales. Together with the other experts at my firm, we believe that our clients enjoy the peace of mind knowing they will never have to second-guess the nature of our loyalties or advice. We sell no products, accept no commissions, push no inventory, or endorse a particular company or broker. Only as true independent consultants are we free to shop around the world for a broader selection of the most competitive financial vehicles at the lowest possible cost for our clients. Everyone's financial objectives are unique, and an expert in that field best handles each area of financial management. That is, no "financial planner" is an expert in everything. FirsTrust is equipped with veteran specialists in each of the critical financial disciplines - investments, taxes, retirement plans, trusts and estates. These specialsits meet high standards of education and experience. Each client has a team of professionals put together with his unique objectives in mind. Face-to-face meetings are, at a minimum, completed every quarter. Ultimately, our goal is to save the client more money than we are paid in fees. Take a moment to call us and learn why Bloomberg Magazine has named FirsTrust one of the country's "Top Wealth Managers".

NAPFA Start Date

May 13, 2002

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.