Brian Keith Moon, RSSA, CFF
Wealth Manager and Chief Compliance Officer
Brian Keith Moon is a Wealth Manager and Chief Compliance Officer.
Brian Moon is a Registered Social Security Analyst (RSSA) and has a Certificate for Financial Planning from Boston University. With over 20 years of financial industry experience he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, and SCF Investment Advisors Inc. He was privileged to ring the closing bell at the NASDAQ in 2013. Additionally, Brian has been the recipient of many industry awards. Brian also carries the Certified Financial Fiduciary (CFF) designation. This designation demonstrates a commitment to serving clients best interests.
Planning for retirement involves understanding how Social Security works and the very complicated rules involved. Most Financial Advisors barely understand the basics of Social Security planning and inadvertently give poor or incorrect advice. As a Registered Social Security Analyst, he is uniquely suited to help advise clients on how to optimize Social Security Benefits and the Tax planning required. Brian was recent interviewed in Think Advisor about his Registered Social Security Analyst designation.
Our goal is to help you with the important decisions to properly plan and invest for retirement.
Brian is a family man and has been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry.
Brian extensively fundraised and successfully applied for grants on behalf of the Hale Center EMS, raising more than $210,000 and sat on its Board of Directors. He was selected as a finalist for the ‘Invest in Others’ community service award in 2013 for his volunteer work with Hale Center EMS.
He recently started a charity called "Get Legit!" An organization dedicated to helping adults obtain a drivers license.
Brian has the Series 7, 63, 66, and 24 licenses as well as the TX Life and Health Insurance # 1002426.