RSSA Financial Professional Shares Social Security Expertise Stories
Welcome to episode #21 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Brian Keith Moon and they talk about his experience, and knowledge, as an accomplished RSSA qualified financial advisor.
Brian Keith Moon is a Wealth Manager and Chief Compliance Officer with Toro Bravo Investment Advisors. 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. Brian also carries the Certified Financial Fiduciary (CFF) designation. This designation demonstrates a commitment to serving clients best interests.
Here is what to expect on this week’s show:
●A little information about Brian’s background in being a financial advisor.
●Why Brian first saw that being an RSSA financial professional would be a good idea.
●Why being RSSA certified is better than just taking other Social Security courses.
●What it’s like to work with clients after Brian became an RSSA (and why it’s such a helpful thing).
●How does Brian get the word out about what he does?
●The value of having an excellent understanding of Social Security as a financial advisor.
●How can people stop letting their emotions guide their financial decisions?
●Final advice for soon-to-be retirees who are starting to make financial decisions for their retirement.
Relevant Links:
http://www.torobravoadvisors.com/
Connect with Brian & Toro Bravo Investment Advisors:
LinkedIn: https://www.linkedin.com/in/brian-keith-moon-rssa-cff-677335b1/
YouTube: https://www.youtube.com/channel/UC_sEt4QY_6OKdALqoVSuZpg/featured
Facebook: https://www.facebook.com/Torobravoadvisors
Phone: 806-359-7766
📊 Get a customized Social Security plan. Start with a complimentary 10-minute consultation with our team of Registered Social Security Analysts.
https://calendly.com/rssa/consultation
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or
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✔ Download our White Paper: Social Security Expertise, the Next New Trend for Financial Professionals.
https://rssa.com/social-security-expertise/
⚠️ Questions about the RSSA Social Security Education & Training for Financial Professionals & Advisors?
https://www.narssa.org/resources/contact/
⚠️ Questions about maximizing and optimizing your Social Security benefits?
https://rssa.com/ask-an-rssa/
