Daniel Brownsberger (CIMA®)

Daniel Brownsberger focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

FirsTrust is a Fee-Only ensemble of financial experts serving Florida from multiple locations. Clients can select from our ala carte menu of services to custom-assemble a team of experts in the fields of investments, taxes, trusts & estates, and retirement planning.

Additional Information

Mr. Brownsberger is a lifetime resident of Florida. He graduated from Florida State University and began a career in the field of accounting systems in 1986. He later became an investment consultant at a large national bank, and subsequently joined FirsTrust in 1999 as an advisor in the Investment Management Division. Today, Dan specializes in customized portfolio design and management for FirsTrust’s private clients. He holds the Certified Investment Management Analyst (CIMA) designation and is a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

April 16, 2003

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.