FirstWave News

FirstWave Financial Promotes Tonyah Everett to Associate Trader and Portfolio Administration Associate.

FirstWave Financial announces the promotion of Tonyah Everett to Associate Trader and Portfolio Administration Associate at FirstWave Financial, the Satellite Beach-based wealth management firm.

FirstWave Financial’s Laura Chiesman Releases a New Book about Business Succession.

FirstWave Financial announces the release of “It’s a Journey,” a book co-written by Laura Chiesman, CFP®, CDFA, president and owner of FirstWave Financial, the Satellite Beach-based wealth management firm.

Billed as “The MUST-HAVE Roadmap to Successful Succession Planning,” “It’s a Journey” maps out step-by-step actions a business owner must take to navigate the complicated terrain of transitioning a private or family business.

FirstWave Financial Promotes Maria Sulick to Financial Planning Associate.

FirstWave Financial announces the promotion of Maria Sulick to Financial Planning Associate at FirstWave Financial, the Satellite Beach-based wealth management firm.

FirstWave Financial In the News, Brevard Business News | May 2021

FirstWave Financial, an independent registered wealth–management firm in its 26th year, is positioning itself for the future with the creation of two new leadership positions.

FirstWave Financial recently hired Julie Allen as the wealth management practice’s vice president of business operations, and promoted Leslie Carlson to vice president of client operations.

FirstWave Financial Promotes Leslie Carlson to Vice President of Client Operations

FirstWave Financial announces the promotion of Leslie Carlson, CAP to Vice President of Client Operations at FirstWave Financial, the Satellite Beach-based wealth management firm.

Julie Allen Joins FirstWave Financial as Vice President of Business Operations

FirstWave Financial announces the addition of Julie Allen to the leadership team at FirstWave Financial, the Satellite Beach based wealth management firm.

FirstWave Financial’s Laura Chiesman selected winner in the 2020 Enterprising Women of the Year Awards.

FirstWave Financial and Enterprising Women magazine, announce the selection of Laura Chiesman, CFP®, CDFA™ as a winner of the 2020 Enterprising Women of the Year Awards, an annual tribute to the world’s top women entrepreneurs.

FirstWave Financial marks its 25th year as independent advisory practice

Investment advisors and financial planners are as important today as they have ever been. The unprecedented coronavirus pandemic has even sparked young people, in some cases for the first time, to get started in investing.

FirstWave Financial’s Tom Kirk – Founder of the Year Finalist.

Like many entrepreneurs, Tom Kirk founded FirstWave Financial because he wanted to address a need, and in his case, it was right in his family. When is father, a local physician, passed away, Kirk was trying to help his mother deal with her wealth management issues.

FirstWave Financial’s Tom Kirk is selected as a finalist of the 2019 “Founder of the Year.”

FirstWave Financial announces the selection of FirstWave Financial Chairman of the Board of Directors, Tom Kirk, CFP®, PFS, as one of four finalist of the upcoming Founders Forum’s “Founder of the Year.”

FirstWave Financial’s Laura Chiesman to Chair 2019 United Way Campaign.

FirstWave Financial announces the appointment of First Wave Financial President, Laura Chiesman, CFP®, CDFA® as chairwoman of the upcoming 2019 United Way of Brevard Campaign.

10th Annual Raj S Shah Blood Drive at FirstWave Financial on August 25th, 2018

OneBlood buses will be at FirstWave Financial at 1300 Highway A1A in Satellite Beach from 8:30 a.m. to 3:30 p.m. Aug. 25 for the Raj S Shah Memorial Blood Drive.

FirstWave Financial helps local businesses in succession planning

FirstWave Financial helps people get on track and stay there with smart retirement planning; works with area businesses in succession planning.

Laura Chiesman is president of FirstWave Financial

FirstWave’s “WealthCoach” approach to financial planning empowers clients to shift from worrying about money & retirement to gaining confidence in their financial future.

Laura Chiesman | FirstWave Financial – Spacecoast Business Magazine

Chiesman began her career at Bear Stearns in Los Angeles, after graduating from the University of Central Florida with a degree in finance and business.

9th Annual Raj S Shah Blood Drive at FirstWave Financial

Partnering with FirstWave Financial, the Annual Raj S Shah Memorial Blood Drive offers an opportunity for the community to come together, providing those in need with an invaluable gift.

Featured Businesswoman: Laura Chiesman, SpaceCoast Business | March 2017

Protecting and pursuing the future dreams and aspirations of individuals and families is a high calling for Laura Chiesman. In this feature article, read about her path to joining FirstWave Financial, her team, and the future of finance and business in Brevard.

Knowledge College for Aging, SpaceCoast Living | February 2017

Knowledge College for Aging (KCA) is a group of passionate, industry specific and like-minded professionals that address the unique needs of the elderly. This initiative began with the sole purpose of educating individuals to get ahead of the aging curve. Laura Chiesman is a founding member of the organization and KCA professor who has been involved in the planning and development of all KCA has to offer.

FirstWave Financial In the News, Brevard Business News | February 2017

Certified Financial Planner and WealthCoach Laura Chiesman says opportunity abounds in her field, especially for women who are determined to succeed and have honed the right skills. Chiesman encourages other women to pursue careers in the financial advisory field.

FirstWave Financial In the News, Brevard Business News | August 2016

Robert DeVries and colleague Thomas L. Kirk, the founder and chairman of FirstWave Financial, have authored a new book on retirement planning that is mainly designed for employers, but provides many helpful resources and tools for employees too, giving them a better understanding of their responsibility and what it takes to fund a sustainable retirement.

FirstWave Financial In the News, Press Release | July 2016

FirstWave Financial will enter its fifth year of assisting local blood banks with critical summer supply shortages when they welcome employees and residents to roll up their sleeves from 8:30 a.m. to 4:30 p.m. on Saturday, Aug. 13, at the company’s beachside headquarters.

Laura Chiesman, CFP, SpaceCoast Business | March 2016

President and WealthCoach™ Laura Chiesman discusses her career path, the benefits resulting from the changes women in the workforce have made to American business culture, and her team at FirstWave Financial.

FirstWave Financial In the News, Press Release | November 2015

FirstWave Financial announced that Laura Chiesman, a CERTIFIED FINANCIAL PLANNER™ Professional, has been promoted to president of the Satellite Beach-based wealth management firm, effective January 1, 2016.

FirstWave Financial In the News, Press Release | August 2015

FirstWave Financial welcomes the community to roll up their sleeves from 8:30 a.m. to 4:30 p.m. on Saturday, August 22, when the Satellite Beach wealth management firm hosts the 7th Annual Raj S. Shah Memorial Blood Drive.

FirstWave Financial In the News, Brevard Business News | August 2015

FirstWave Financial, led by founder, president, and certified public accountant Tom Kirk, who is surrounded by a team highly qualified in various areas of finance at the practice, is marking its 20th year of service to clients in the region.

Laura Chiesman | 2015 Women In Business, Spacecoast Business | May 2015

Laura Chiesman, Vice President of Client Services and WealthCoach™ at FirstWave Financial™, is dedicated to helping her clients with the complexities that wealth brings so that they can focus on enjoying their lives.

Tom Kirk Elected Treasurer Of Space Coast Porsche Club, January 2015

Tom Kirk, president and founder of FirstWave Financial, has been elected as treasurer of the Space Coast Region of Porsche Club of America. This is Kirk’s third term as treasurer of the organization which serves approximately 800 Porsche enthusiasts as members in the East Central Florida counties of Brevard, Indian River and Volusia.

Financial Professionals Profile: FirstWave Financial, SpaceCoast Business | November 2014

A coach is different than an instructor or teacher. While they may also do some of both of these things, a coach is someone who helps establish priorities, set goals and construct concrete plans to achieve those goals.

Women in Business: Laura Chiesman, SpaceCoast Business | February 2014

Why is it that the more successful you are the less time you have for taking care of what’s most important to you?