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.
Background Information for David I. Strunc, CRPC
- Florida State University
Economics & Finance
Licenses & Credentials
- Chartered Retirement Planning Counselor
- Series 63 Uniform Securities Law
- Series 66 Uniform Combined State Law
- Series 7 General Securities Representative
Chartered Retirement Planning Counselor
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:
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
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by Franklin K.
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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Services: Financial Planning, Alternative Investments, Investments, Retirement Planning
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