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OUR TEAM

Daniel S. Bravo  Associate and Financial Advisor, Cleveland

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Whole Life Insurance
  • Stocks & Bonds
  • Term Insurance
  • Variable Annuities
  • Fixed Annuities
  • Disability Income Insurance
  • Estate Conservation Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Retirement Strategies for Individuals
  • Business Insurance Services
  • Executive Compensation
  • Business Succession Planning
  • Key Employee Protection
  • Executive Benefits
  • Charitable Giving Strategies
  • Education Funding Strategies
  • Mortgage Protection (through life insurance and disability income insurance)
  • Pension Payout Alternatives

QUALIFICATIONS

  • Licensed for 18 years to sell Life & Health Insurance in Ohio and Florida
  • Registered to offer securities products in Ohio, Florida and New Jersey
  • 2x Member, Leaders Conference Producer 
  • 1x Member, Management Leaders Conference
  • Obtained Series 7 Securities License

PERSONAL

  • Beachwood Resident
  • Wife: Cathy, 2 children

ORGANIZATIONS

  • The Ohio State University Alumni Association
  • Million Dollar Round Table Member
  • National Association of Insurance and Financial Advisors (NAIFA) member.

Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Associates
Daniel S. Bravo, Associate and Financial Advisor, Cleveland

Contact

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(440) 746-8717 phone

Contact Us Today!