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Featured Business Financial Advisor in Orlando, FL
Orlando Financial Advisors
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101
Orlando, FL 32819
(407) 237-0116
“Planning for Life After 65”
Advisor Profile
David I. Strunc, CRPC® - Founding Partner
Name:  David I. Strunc, CRPC® - Founding Partner
Phone Number:  (407) 237-0116
Website:  Visit Website

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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General Information

Gender:    Male
CRD#:    4766050
Firm CRD#:    421
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
States Willing to do Business in:    ANY
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    4
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, DROP & FRS Plans


Academic Background
BS in Economics/Finance from Florida State University


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

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 7, Series 6, Series 66
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


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
Prepared By: David I. Strunc, CRPC® - Founding Partner

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