Bravender Financial is a financial services firm located in San Juan Capistrano, California. We offer a comprehensive approach to financial services for our clients that cater to their personal needs. Services include estate and tax planning, investment advice, and addressing insurance needs. We understand that each individual or couple has a unique financial situation that requires a particular strategy to reach their goals.
Our founder, Dave, was a pilot for United Airlines for 38 years until 9/11 sent the industry into turmoil. After losing most of his retirement fund, pension, and employee stock, he decided to take action. He had experience in the stock market and decided to get licensed as a financial advisor in 2003. Since then, he has helped countless people reach their financial goals.