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David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116

Planning for Life After 65

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



Firm CRD#


Insurance License#


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

Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

DROP & FRS Plans, Non-Profit Organizations, Individual Investors, Businesses


Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Oil & Gas Leasing, Insurance, Annuities, Mortgages & Real Estate, Mutual Funds, Stocks, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via phone, Via email


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 6, Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Disability, Health, Life, Variable Annuity, Variable Life, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

Southwest Orlando Chamber of Commerce

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee


BS - Economics & Finance

Florida State University