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Brian Moon

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Brian 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,  SCF Investment Advisors Inc and Crown Capital Securities, LP. Brian is currently Managing Executive and Chief Compliance Officer of Toro Bravo Investment Advisors, LLC, a Texas state RIA 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 earned the professional designations of Registered Social Security Analyst (RSSA) and Certified Financial Fiduciary (CFF). Brian has also been involved in philanthropy and civic activities with the Hale Center Emergency Medical Services (EMS) and in prison ministry. Brian extensively fundraised and successfully applied for grants on behalf of the Hale Center EMS raising more than $210,000 and sat on its board of directors and received recognition for his efforts. He was a finalist for the ‘Invest in Others’ community service award for his work with Hale Center EMS.

Professional Experiences

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Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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