David I. Strunc, CRPC
Founding Partner, Chartered Retirement Planning Counselor
Sunrise Wealth Advisors, Inc.
Orlando, FL
1 review • Write a Review
Share on Facebook
Tweet this
Share on LinkedIn
Email to a FriendStrunc 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 coach
Services Provided by David I. Strunc, CRPC
Financial Planning, Investment Management, Alternative Investments, Estate Planning, Retirement Planning, Annuities
Specialties:
David founded Sunrise Wealth Advisors with the idea of breaking away from the big firms and wire-house’s way of only selling their company’s products, by not selling any in-house products and providing advice that is completely independent and unbiased.Payment
- Fee
Languages
- English
Background Information for David I. Strunc, CRPC
Education
- Florida State University
Economics & Finance
2003
Licenses & Credentials
- Chartered Retirement Planning Counselor
- Series 63 Uniform Securities Law
- Series 66 Uniform Combined State Law
- Series 7 General Securities Representative
Associations
-
Chartered Retirement Planning Counselor
2005-Present -
2011
Awards
-
2005 — Top Ten Coaches (Ameriprise Financial )
-
2006 — Top Achiever Award (Ameriprise Financial)
-
2010 — Bronze Eagle Award 2009-2011 (Woodbury Financial Services)
-
2011 — Silver Eagle Award 2011 (Woodbury Financial Services)
Previous Work Experience
Founding Partner-Investment Advisor Representative Sunrise Wealth Advisors, Inc.
2003 — 2010
Recently Answered Questions by David I. Strunc, CRPC
Showing 3 out of 40 Answered Questions:
Variable (invested in the stock market)
Fixed which give you a fixed rate of return tax-deferred for a certain term
Index annuities which give you a combination of a minimum rate, a percentage of the market appreciation, and multiple options of how you want to calculate your rates.
Money in annuities grow tax-deferred, which means you will not have to file any 1099-INT for interest earned or 1099-D for dividends earned or any capital appreciation or gains, but you will be paying ordinary income taxes on any gains when taken out. Keep in mind that in qualified, or retirement accounts, you do not get any additional tax advantages with annuities as they already grow tax-deferred. Make sure to speak with your advisor if you have large equity portfolios in individual stocks as the taxes on the gains are taxed at the current 15% LT capital gains rate where annuities can be taxed at the current ordinary income tax rate.
Yes, if the advisor has the proper licenses in the state you live in to conduct life, heath, and var annuity along with their series 7 for stocks and series 6, 63, or 66 to offer consulting and fee based advice.
Reviews of David I. Strunc, CRPC
Have you worked with David I. Strunc, CRPC?
WRITE A REVIEW
by Franklin K.
ago
Finally Independent Advice without feeling like I'm trying to be sold!
Met with David, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to make sure I was comfortable with him and get back to him. ...
+ Read Full Review
Duration: current
Services: Financial Planning, Alternative Investments, Investments, Retirement Planning
Please Note: In the event that a user determines to write a review regarding any of the Financial Advisors, the user warrants and represents that he/she/it has done so as his/her/its own voluntary act, and has not been requested to do so by any of the Financial Advisors. Please Remember that user comments regarding any of the Financial Advisors are specific to each user’s experience and may not be indicative of the experience of others.
