Broker Check

At our firm, we have the client - and only the client - in mind.

Our Mission | 

To listen and understand your needs, wants, and long-term goals. Once we get to know you, we create a plan designed to implement and monitor your individualized strategy.

We understand the challenges families face today.

From managing debt, saving for college tuition, to a dependable retirement plan, are all financial challenges that can be overwhelming. There is no "one size fits all". Our commitment is to utilize all of our resources to help you pursue your goals. We are not afraid to challenge conventional wisdom in our approach to investing and preserving your wealth. All of our energy, commitment, and efforts are focused on you.

Your satisfaction is our number one priority.

Helping You Achieve Your Goals

Luisa M Bravo, ChFC, RICP

President | Chartered Financial Consultant

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.

A long-term Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), 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.

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.

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.

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. 

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian