Our Founders

Brian Moon is a Retirement Income Certified Professional (RICP), a Registered Social
Security Analyst (RSSA), Certified Financial Fiduciary (CF2), and has a Certificate for
Financial Planning from Boston University. With over 29 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 as a finalist for the Community Service award.
Additionally, Brian has been the recipient of many industry awards. In 2026, his firm
received the Better Business Bureau’s Torch for Ethics award, and Brian was nominated
for Advisor of the Year from Investment News.
Brian and his business partner Subhani, have been interviewed on the CNBC show
‘Moving America Forward’ with Tom Hegna.
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. As an RICP Brian
has specialized training in how retirees access and sustain retirement income.
Brian was recently interviewed in Think Advisor about his Registered Social Security
Analyst designation and regularly hosts the Toro Bravo Retirement Income Radio Show.
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 was also recognized by Registered Rep magazine in
2015 for the ‘Advisors with Heart’ award for his work with Hale Center EMS.