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David  I. Strunc, CRPC

David I. Strunc, CRPC

Founding Partner, Chartered Retirement Planning Counselor

Sunrise Wealth Advisors, Inc.

Orlando, FL

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6052 Turkey Lake Rd, Ste 101

Orlando, FL 32819

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David I Strunc, CRPC®, his wife Jessica, and their 3 year old son Chase are local southwest Orlando residents. The firm’s main location is located in the heart of Dr. Phillips on the back side of Universal Studios on Turkey Lake Rd. with offices in Longwood and Beverly Hills, FL.
Strunc 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:

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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.

1 additional answer | Answered over 3 years ago
1 of 1 people found this helpful
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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.

1 additional answer | Answered over 3 years ago
0 of 1 people found this helpful
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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.

3 additional answers | Answered over 3 years ago

Reviews of David I. Strunc, CRPC

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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. ...
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Duration: current

Services: Financial Planning, Alternative Investments, Investments, Retirement Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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