Toro Bravo Investment Advisors LLC

Toro Bravo Investment Advisors LLC As Income Specialist let us help you see success in your retirement mission! Your retirement lifestyle and sustainability matters so let’s get started!

Get our book 'The Ultimate Retirement Planning Guide-Retire Like You're on Apollo 13.' Toro Bravo Investment Advisors is the 2026 winner of the Better Business Bureau Torch for Ethics award

Brian Keith Moon, RICP, RSSA, CFF -Wealth Manager, and Chief Compliance Officer
Brian has extensive education in Social Security and 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, and SCF Investment Advisors Inc. He was privileged to ring the closing bell at the NASDAQ in 2013. Additionally, Brian has been the recipient of many industry awards. Brian has 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. He was a finalist for the ‘Invest in Others’ community service award for his work with Hale Center EMS. Brian is also a Registered Social Security Analyst. This designation indicates he has been specially educated in Social Security planning. Brian has also earned his Certified Financial Fiduciary designation, demonstrating his commitment to doing what is in his clients' best interest. Mubashir Subhani, RICP, CFF -Wealth Manager and Managing Partner
Graduated from Texas Tech University Bachelor of Arts in Economics and Political Science from the Honors College and College of Arts and Science, Cum Laude. He has also earned the prestigious, Retirement Income Certified Professional (RICP) designation. Mubashir has had extensive professional experience interning with West Texas Investment Advisors as Equity and Derivatives Portfolio Research Analyst, Citibank Pakistan: Sales and Trading Fixed Income and FX Derivatives, Bancolombia Colombia: Strategy Consulting and High Impact Entrepreneurship with Agricultural Finance Policy, and Jobin.es Spain: Data and Business Research Analyst. Mubashir speaks 4 languages. He has volunteered with the Ronald McDonald House, United Way of Amarillo and Canyon, and Texas Board of Directors Parks and Recreation Advisory Board for the City of Amarillo. Mubashir has also earned his Certified Financial Fiduciary designation, demonstrating his commitment to doing what is in his clients best interest. https://www.bbb.org/us/tx/amarillo/profile/financial-services/toro-bravo-investment-advisors-llc-0815-99130662

When should I claim Social Security to maximize my lifetime benefits?The right answer depends on your unique situation. ...
09/24/2026

When should I claim Social Security to maximize my lifetime benefits?

The right answer depends on your unique situation. Claiming too early or too late could impact your retirement income for years, so it’s worth understanding your options before making a decision.

At Toro Bravo Investment Advisors, we believe informed decisions lead to more confident retirements.

If you’re within 10 years of retirement or already retired, let’s start a conversation about building a retirement strategy that fits your goals. ☎️ (806) 359-7766

📍 Proudly serving Amarillo and Frisco Texas.

09/19/2026

Brian loves finding things in common with his clients. It’s important to get to know people outside of the office.

“Breaking bread together reminds us that business is built on relationships, not just transactions.”

If you know Brian Moon, you know he truly lives by this.
Food is his love language. He loves gathering around the table with clients, supporting local restaurants across Amarillo, and building relationships that go far beyond business.

We’re grateful for the clients who join us at the table, share meals, and help turn business relationships into lasting friendships.

09/18/2026

Little Poco is hard at work, he’s had his first round of shots at the vet. He can’t wait to meet all of you ❤️

09/15/2026

Real customer testimonial • Unpaid • Individual results may vary.
The educational workshops we hold truly helps us connect with the right people. Toro Bravo Investments Advisors is not for everyone. But when we find our people and our people finds us, we are better together.

09/10/2026

Yesterday’s educational event was about. Social Security Questions You Have, Answers You Need: How the Lessons of Apollo 13 Can Help Your Retirement

At this educational event Brian discusses common Social Security questions, including what happens if your spouse or ex-spouse dies, whether to start benefits at 62 or wait, and how to maintain reliable income in the meantime. He also covers taxes and risk management in your portfolio.

Are you interested in learning more about our workshops? Visit our website https://www.torobravoadvisors.com/events-new/ for more information.

Can you spot Subhani & I?We take our continuing education with RSSA seriously.Are you retiring within the next 10 years?...
09/10/2026

Can you spot Subhani & I?
We take our continuing education with RSSA seriously.

Are you retiring within the next 10 years? Did you know that working with a financial advisor who holds a Registered Social Security Analyst (RSSA) designation helps you maximize your lifetime Social Security income through specialized claiming strategies that standard financial planning often misses.

Schedule A Complimentary, No-Obligation Consultation​ today
(806) 359-7766 With one quick phone call or meeting, we can help determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

09/09/2026

Key Social Security Considerations Before Filing

Brian discussed important factors to consider before filing for Social Security, including spousal benefits, survivor benefits, disability options that could increase benefits by 30% or more, and the value of coordinating with a registered Social Security analyst to avoid leaving tens or hundreds of thousands of dollars on the table.

Find Brian & Subhani!
09/04/2026

Find Brian & Subhani!

Our Social Security Educational event had such a good turn out yesterday evening. How important is Social Security when ...
09/04/2026

Our Social Security Educational event had such a good turn out yesterday evening.

How important is Social Security when it comes to retirement?
For many retirees Social Security is a key piece of the retirement puzzle. It can provide a steady, inflation-adjusted income stream.

But Social Security shouldn’t be your only source of retirement income. Your overall plan may also include 401(k), IRA, Roth IRA, pension, investments, or other income sources.

One of the biggest decisions is when to claim your Social Security benefits. Claiming earlier may mean receiving benefits sooner, while delaying can result in a larger monthly benefit.

Bottom line is that Social Security can be an important foundation for retirement, but knowing how it fits into your complete retirement strategy is what really matters.

At Toro Bravo Investment Advisors, LLC we help each individual with strategy. As Certified Financial Fiduciaries, we can help to transform your savings into a sustainable source of reliable income that can last throughout retirement.

09/03/2026

Why Independent Financial Advisors Offer Better Tax Advice Than Big Wall Street Firms

Brian discusses the advantages of working with independent financial advisors over big Wall Street firms, focusing on how they can provide comprehensive tax advice that helps lower your taxes and improve your lifestyle, unlike firms that restrict advisors from giving tax guidance.

Brian & Subhani of the Toro Bravo Retirement Income Show are here to help. As Wealth Managers and Certified Financial Fiduciaries, we will provide you with information on issues covering Retirement planning, Social Security, Taxes, and Investing.

Address

3418 Olsen Boulevard Suite A
Amarillo, TX
79109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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