Broker Check

" Let us challenge conventional wisdom.
I pursue your satisfaction, not anyone else’s.
"

Luisa Bravo ChFC®

EmailCall 

In 1979, Luisa M. Bravo took the financial and insurance industry by storm. Her 40 years of experience, dedicated time, resources and knowledge, has helped hundreds of clients build greater stability in their financial lives. Treating clients like family, Bravo wants you to feel at home. That’s why, after working for numerous leading firms, Bravo took her passion towards establishing her own company, L.M. Bravo & Associates, Inc., providing an office big enough for you and your family.

L M Bravo & Associates has built greater stability in hundreds of client’s financial lives. Our process develops, implements, and monitor’s the execution of the goals you set to achieve. We take you, your family, and your business to a worry-free lifestyle, so you can spend your days enjoying life. We focus on developing custom wealth accumulation plans that protect you from unforeseen (unplanned) events and strategies to maximize on your financial opportunities. From retirement planning, business planning, employee benefits, to investments, we are your 360-degree financial planning firm.

With Bravo, you will be confident that integrity and objectivity is demonstrated with every encounter. She commits to utilizing all her resources to capitalize on your wealth. Not afraid to be different when it comes to money, Bravo challenges conventional wisdom, with an approach to investing and preserving wealth that clients trust. 

A long-term Chartered Financial Consultant (ChFC), Bravo consistently demonstrates seasoned understanding and approach on executing the needs of high-net-worth individuals, successful professionals, business owners, and affluent women. Thriving in a spectrum of financial strategies, her specialties include business planning, retirement planning, and employee benefits.

Outside the office, Bravo looks forward to spending time with her siblings, nieces, nephews, and her six adorable great-nieces and great-nephews who mean everything to her. Bravo’s spare time is spent painting beautiful canvases, reading, and traveling around the world.

 

What To Expect

~ Execution on all areas of retirement life. (i.e. social security, cash flow management, legacy & estate planning)

~ Comprehensive investment planning tailored for your specific needs and objectives

~ Ongoing mentoring and steps to achieve your hopes, dreams and goals

~ Systematic risk management rebalancing portfolio

~ Development of customized investment policy statements

~ Access to a distinguished team of professional money managers 

Ask Luisa Bravo A Question

Thank you!
Oops!

Registered Representative; Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.