Sunrise Wealth Advisors
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Business description
Sunrise was founded with the idea of breaking away from the big firms and wire-house's by not selling any proprietary products but independant advice.
David I Strunc, CRPC®, and his wife Jessica and son Chase are southwest Orlando residents. The firm's main location is located in the heart of Dr. Phillips, on the back side of Universal Studios on Turkey Lake Rd. with offices in Longwood and Beverly Hills, FL. David founded Sunrise Wealth Advisors with the idea of breaking away from the big firms and wire-house's way of dealing with clients and only selling their company's products by providing advice that is completely independent and unbiased. His clients have an understanding that they are not just another number in his practice, but a select group of individuals that he chooses to work with based on their mutual friendship and relationship. His areas of focus include personal financial planning for retirement, retirement-plan distributions, income- and wealth-preservation strategies, investments, and tax- and estate-planning strategies. David's focus and specialty deals with planning for small businesses and their owners, doctors and attorneys in private practice, DROP plan and FRS plan participants, families of acquiring wealth, and independent advice on 401k and IRA rollover options. Strunc grew up in Chicago but moved to Orlando in 2000. He graduated from the Florida State University with a BA degree in Business and Finance. David has worked as an investment advisor representative, advisor coaching and training, and now the founding partner of Sunrise Wealth Advisors, Inc. where he maintains his practice with his loya
General information
- Business Services Financial Investment Advice Financial Advisory Services
Estimated number of employees: | 10 to 19 | |
City / suburb: | Orlando, FL | |
County: | Orange |
investments, insurance, Tax-Planning, estate planning
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