Brian Keith Moon, CF2, RICP

About Brian Keith Moon

Brian Keith Moon, RICP, RSSA, CF2 & Wealth Manager
Brian is a Wealth Manager at Toro Bravo Investment Advisors, LLC a 2026 Better Business Bureau Torch for Ethics Award winner. Brian was nominated for Advisor of the Year from Investment News Awards for 2026. Brian is also the author of 'The Ultimate Retirement Planning Guide: Retire Like You're on Apollo 13.' (Available on Amazon) This book guides you through the actions that are needed for a successful retirement mission. Using the Apollo 13 mission as an illustrative device to understand Retirement Planning, Social Security, Taxes, Investments, Financial Advisors, and how a Certified Financial Fiduciary can help you plan a successful retirement mission. With over 29 years of experience in the financial industry, he holds a certificate in financial planning from Boston University, is a Retirement Income Certified Professional (RICP), is a registered Social Security analyst (RSSA), and is a Certified Financial Fiduciary (CF2). 
Brian has previously worked with institutions such as AIG, Edward Jones, BrokersXpress, ISC Group, SCF Investment Advisors, and Crown Capital Securities, LP. Brian is currently the Managing Principal and Chief Compliance Officer of Toro Investment Advisors, LLC, a Registered Investment Advisor firm.
He was privileged to ring the closing bell at the NASDAQ in 2013. Additionally, Brian has been the recipient of many financial industry awards. Brian has also been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry. Brian fundraised and successfully applied for grants on behalf of the Hale Center EMS, raising more than $210,000. He sat on the board of directors and received recognition for his efforts.
He was nominated as a finalist for the 'Invest in Others' community service award in 2012 for his work with Hale Center Emergency Medical Service.