A complete list of active advisors currently associated with Brava Financial

Warmer can help you find a great advisor at Brava Financial or one who fits your needs even better.

Brava Financial is an independent, advice‑only registered investment adviser that provides comprehensive financial planning to its approximately 104 clients, including high‑net‑worth individuals, charitable organizations, and businesses. Services are delivered through ongoing, project‑based, or hourly engagements and the firm does not sell financial products or accept sales commissions. The firm emphasizes holistic planning across business planning, cash‑flow and debt management, retirement and estate planning, insurance, tax strategies, and investment analysis; clients receive written financial plans and quarterly reviews. Brava coordinates with third‑party attorneys, accountants, and custodians when needed and provides implementation advice, but it does not execute trades, custody client assets, or provide discretionary portfolio management. Distinctively, the brochure reports $0 in assets under management and the firm does not charge percentage‑of‑assets fees, relying instead on fixed, project, or hourly planning arrangements. The firm’s principal holds CFP® and CDFA® credentials and highlights work with business owners and divorce‑related financial analysis, reflecting a focus on higher‑net‑worth and institutional clients rather than mass‑market retail accounts.

To learn more about the advisors currently working at Brava Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kelly Nilsson	San Diego, CA	33

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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