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BE BRAVE WITH YOUR MONEY

Whether you're an investor, entrepreneur, or seeking advice, we at Brave guide you to make good decisions and achieve your goals.

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OUR SERVICES

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Bookkeeping
Our bookkeeping services ensure accurate financial records, payroll management, expense tracking, and clear reports to help businesses grow.
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Tax
As a trusted advisor, we guide individuals and small businesses through tax planning and preparation, maximizing benefits while ensuring full compliance.
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Advice
From investments to retirement and risk management, our advisors provide personalized guidance with transparency and integrity, helping clients reach their financial goals with confidence.

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​About the Founder.

I'm Justin the founding member of The Financially Brave, dedicated to empowering individuals and businesses to achieve financial independence through strategic planning and innovative solutions. With a passion for financial literacy and wealth management, I hope to inspire others to take control of their financial futures and pursue their dreams fearlessly.

With a background in financial services, I bring 10 years of experience and a proven track record of customer satisfaction. My passion for bookkeeping and finance drives me to continually seek out new challenges and opportunities for growth. I am committed to delivering high-quality results and exceeding expectations in all that I do.

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Licenses

Series 65 License

FINRA

The Series 65 license, also known as the Uniform Investment Adviser Law Examination, is a qualification exam administered by the Financial Industry Regulatory Authority (FINRA) for individuals who wish to act as investment advisers.

Series 7 License

FINRA

The Series 7 license allows individuals to sell a variety of securities products such as stocks, bonds, mutual funds, options, and variable annuities on behalf of a registered broker-dealer firm.

Variable Life Insurance license

Florida Department of Financial Services

The Variable Life Insurance license, authorizes individuals to sell variable life insurance policies, which offer potential cash value growth based on the performance of the underlying investment options chosen by the policyholder. 

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Justin

Founding Member

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Valerie

Operations & Onboarding

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Isamu

Risk & Compliance

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Mallory

Administrative Assitant

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Mark

Investment Research

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Gabriel

Marketing

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Theis

Social Media

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Betty & Sam

Relationship Managers

Get in Touch

Offices

Tallahassee ,FL 

Atlanta,  GA 

404.905.2744

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