Our company was founded on the principle that a comprehensive understanding of one’s financial situation is essential to making informed decisions. We educate our clients on the key issues they will face today, and in retirement; creating guaranteed lifetime income, protecting wealth in any economy, and managing risk. Once they understand their situation better, we guide them towards the solutions they need to achieve financial peace of mind.
The Bravias Financial team is comprised of a unique group of individuals with a variety of specialties in the financial services industry. Together we work to offer customized solutions to help grow and protect your wealth. Through comprehensive wealth planning based on customized investment strategies and risk management products, Bravias Financial is uniquely qualified to help you achieve your goals.
Rich, like his firm, remains completely independent. “Bravias is not owned by a bank, brokerage firm or insurance company. This independence allows us to do what we feel is best for each client.” He started Bravias Financial in 2008 to help guide investors on the path towards financial security. “As an independent financial advisory firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, Rich has built an excellent reputation helping people achieve a more meaningful financial future. His holistic approach to planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.
Rich specializes in Federal and Postal employee benefits and retirement planning and has successfully completed an intensive training course and rigorous examination covering all Federal and Postal employee benefits. He provides thorough financial education and guidance to these individuals in all aspects of their career, and advises them on how to reach their retirement goals within the Federal benefits system.
Steve’s industry experience spans 15 years and his deep knowledge and investment management expertise continue to benefit to Bravias Financial and the clients we serve. Steve and his team have developed a series of industry leading investment solutions that are distributed through select investment advisors across the country. His primary roles include investment strategy, market and economic research as well as investment manager due diligence. He holds the Chartered Financial Analyst® charter, the Certified Financial Planner® certification and the Accredited Investment Fiduciary® designation.
Kevin has an extensive financial services background across multiple focuses from financial planning to portfolio strategy. He has a Bachelor of Science in Business Administration with a double major in Finance and Risk Management & Insurance from Appalachian State University. At AlphaStar, he helps develop and implement goal-based, managed financial solutions for our clients. With expertise in capital markets and investment management, he is able to extend his passion for finance and hold true to the fiduciary reasonability of doing what is best for clients.
As a specialist in Federal benefits, Val assists in analyzing Federal and Postal employee benefits, as well as developing strategies aimed at helping these employees reach a more secure retirement. He began his insurance career in 2009 with Bankers Life & Casualty, dealing mostly with Medicare supplements, long-term care insurance, and final expense insurance. Before getting into financial services, Majewski played 11 seasons as a professional baseball player, spending one season with the Baltimore Orioles in 2004.
With so many options available, the annuity market can be a bit overwhelming. Wesley’s primary focus is to assist in researching and selecting the best annuity products based on the client’s unique and individual needs – income, growth or both. With access to over 50 annuity carriers, and a multitude of different types of products, he is an integral part of the team in creating income plans, or positioning annuities inside of a client’s portfolio.
Andrew provides product support and specializes in case design, underwriting and case management, all while staying informed of industry changes and new product opportunities. Andrew is a very hard worker and has a real passion for helping people. He strives every day to ensure that clients are consistently receiving top-of-the-line service, and ensures that each client is quoted the appropriate coverage and product to best meet their insurance needs.
Alicia assists us by matching clients’ needs with the best LTCi products on the market. She has always believed in the importance of education when it comes to planning for Long Term Care and the effect it has on one’s financial and personal long-term goals. Alecia understands the significance that accuracy and customer service plays and you can often find her on the phone with a carrier discussing a new case, or just gaining more product knowledge.