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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.”

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Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 7, 2019

Here’s an introduction to Estate Planning basics to serve as a roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we…

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The Basics and Benefits of 457(b) Plans

By Andrew Trammell | December 2, 2019

If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…

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Thanksgiving is About Family

By Cary Stamp | November 24, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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