David I. Strunc, CRPC® - Founding Partner
Sunrise Wealth Advisors

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.

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15 Years of Experience


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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:   DROP & FRS Plans , Non-Profit Organizations , Individual Investors , Businesses


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Life , Variable Annuity , Variable Life , Long Term Care
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 and Fees

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


Education

BS - Economics & Finance  Florida State University - Tallahasee, FL
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David I. Strunc, CRPC® - Founding Partner

David I. Strunc, CRPC® - Founding Partner

CRPC®


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