14021 Metropolis Avenue
firstname.lastname@example.org | (239) 971-8522 | Schedule Appointment
In 1979, Luisa M. Bravo took the financial and insurance industry by storm. Her 40 years of experience, dedicated time, resources and expertise, has helped hundreds of clients build greater security 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 security 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.
~ 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 world-class team of professional money managers
To continue fulfilling her personal objective of helping make the world a better place to live, Bravo devotes considerable time and effort to work with community leaders in the areas of childcare, elderly welfare, and women issues. Through her own business and many coalitions with community groups, she continuously creates new programs, resources, and opportunities to empower women and their businesses.
Inspired by career challengers, Bravo became a successful Financial Advisor in a male-dominated profession. Engaging in the South Florida community, she became involved with various organizations and community groups, such as: Founder of Domestic Violence Taskforce in Miami-Dade County, member and former President of the National Conference of Puerto Rican Women, Member of The Dade County Association of Child Care Directors, and former Treasurer of Florida Exporter and Importer Association.
Aside from community-focused organizations, Bravo is also involved with the financial community. She is the Founder of Homestead and the Keys Business Forum, President of Eagle Lakes Office Park Condominium Association, and now member but former Director of NAWBO, and the Women Chamber of Commerce of Dade - County. As this list goes on, Bravo proves to not only stand with change, but to lead her colleagues with poise, intellect, and character.
Recognizing that each client is unique, is why Bravo’s primary objective is to cultivate a long-term relationship centered on your specific needs, goals, and desires. Her commitment to integrity, objectivity, and personalization ensures that clients receive the absolute highest standard of attention and care. With countless awards and industry leadership recognition, Bravo’s reputation in the financial community is solidified as a top tier referable consultant. These honors include: The Million Dollar Round Table, The President’s Club Award, The President’s Cabinet Award, Leaders Club, and the National Association of Life Underwriters National Quality Award.
Registered Representative & Financial Advisor of Park Avenue Securities, General Agent of Guardian