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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This Office

121 S Orange Ave Ste 1500 Orlando, FL 32801-3241 Phone: (407) 859-4334

Other Offices

113 Executive Cir Daytona Beach, FL 32114-1180 Phone: (386) 788-3737
3030 N Rocky Point Dr W Ste 150 Tampa, FL 33607-7200 Phone: (813) 874-7200
2385 NW Executive Center Dr Ste 100 Boca Raton, FL 33431-8510 Phone: (561) 477-3232
1576 Bella Cruz Dr Ste 322 The Villages, FL 32159-8969 Phone: (352) 753-8589