Brian Sirota
Financial Advisor, ChFC®, MBA

Sirota Brian

Brian Sirota’s priority is treating clients’ finances with the same care and interest that he devotes to his own. In his role at Cary Stamp & Company, Brian assists the senior advisory staff in providing top-tier services to the firm’s premiere clientele and Certified Financial Planner candidates. He supports the firm’s Principled Wealth Process by offering clients an exceptional level of concierge and logistics services.

Brian’s dedication to advanced financial planning and furthering his expertise is reflected in his comprehensive portfolio of business and education credits. He holds the ChFC® designation, accomplished through meticulous studies and rigorous testing. 

Brian earned a Finance degree from Auburn University and an MBA from Nova Southeastern University. He attributes his introduction and initial interest in his field to his grandfather’s early lessons on how to buy and trade stocks as a young boy. While earning his degrees, he gained extensive knowledge in the financial services industry from working in banking. He launched his career at a high-profile investment and financial services company, first as a service representative, then quickly moving up the ladder as a stock broker, financial advisor, Vice President of Wealth Management, and Director of Portfolio Management Board.

A sports enthusiast throughout his life, Brian enjoyed playing basketball and football but excelled in baseball and played competitive AAU Travel Ball in his hometown of Orlando, Florida. In college, at Auburn University, he enjoyed membership as a member of Sigma Phi Epsilon Fraternity.

In his leisure, Brian enjoys time with his family, traveling abroad (his favorite destination is Bora Bora), and sporting interests like baseball, basketball and football. He serves the community as a volunteer with the Pop Warner League Mitey Mite Division for the Palm Beach Gardens Gators.

“I take pride in delivering the highest fiduciary standard of care to clients with a focus on ensuring that their individual financial goals are met.”

Brian-Yankees - optmz

Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact with…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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