Brian Keith Moon
Chief Compliance Officer
Toro Bravo Investment Advisors, LLC
3418 Olsen Blvd Ste A
Amarillo, TX 79109, US
Professional Profile
Brian is a Registered Social Security Analyst and a Certified Financial Fiduciary. He earned a Certificate for Financial Planning from Boston University in 2007 and has over 24 years of financial industry experience, he has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, SCF Investment Advisors Inc and Crown Capital Securities.
Brian has published the book, “The Ultimate Retirement Planning Guide, Retire Like You’re on Apollo 13.” This retirement planning guide covers retirement planning, social security, taxes in retirement, investments, and choosing a ‘Right Stuff’ financial advisor.
He was privileged to ring the closing bell at the NASDAQ stock exchange in 2013 due to being nominated for the Community Service award by the ‘Invest in Others’ foundation. Additionally, Brian has been the recipient of many industry awards. Brian was interviewed by magazine, ‘Think Advisor about his status as a Registered Social Security Analyst. Brian carries the series 66 IAR registration. Brian hosts the ‘Toro Bravo Retirement Income show’ that plays at NewsTalk AM 940 on Saturday and Sunday mornings from 8-9 am. With his co-host, they talk about Social Security, Finance, and local interest topics in addition to compelling interviews. Brian has also been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry
at Formby prison.
Brian previously fundraised and successfully applied for grants on behalf of the Hale Center EMS, raising more than $220,000, and sat on its board of directors. (He concluded his board chair in 2013)
Areas of Expertise
- Wealth Manager
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
