David I. Strunc, CRPC® - Founding Partner

Tel: (407) 237-0116
6052 Turkey Lake Rd. Ste. 101
Orlando, FL 32819

Planning for Life After 65

Sunrise Wealth Advisors | Financial Advisor in Orlando ,FL

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning.

Check out our commercial that airs on CNBC and TNT!

15 Years of Experience



General Information
Insurance License#:   E121453
Name of Broker/Dealer:   Cetera Advisors
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   Arizona, California, Connecticut, Florida,Virginia,Kentucky,New York, New Jersey,West Virginia,Ohio, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisianna, Maryland, Michigan, Nevada, North Carolina, South Carolina, Virginia, and Washington
Number of Years with Current Firm:   6
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , DROP & FRS Plans


Services
Investment Types:   Oil & Gas Leasing , Mortgages & Real Estate , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , At your home , Via phone , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Long Term Care , Variable Annuity , Disability , Annuity , Variable Life , Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Southwest Orlando Chamber of Commerce


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee , Based on Assets


Education
BS - Economics & Finance  Florida State University - Tallahasee, FL
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FAQs

David I. Strunc, CRPC® - Founding Partner

David I. Strunc, CRPC® - Founding Partner

CRPC®

Biography


David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

Communities Served

ANY

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

News & Events


On the Money!!
When: 01/23/2014
Details:Independent Advice for 2014. ...more


New Year New Financial Plan
When: 02/01/2012
Details:This is my article discussing covering financial New Years resolutions as we face the beginning of a new year and how to achieve them. ...more