Emily B. Nilsson

BRAVA FINANCIAL

San Diego, CA

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CRD#: 2328116

Professional summary

Emily Bost Nilsson, CFP®, who also goes by Emily K Bost, Emily Kelly Bost, Emily Kelly Nilsson, Kelly B Nilsson, is a registered financial advisor currently at BRAVA FINANCIAL located in San Diego, California.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Emily has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Biography

Hi! I’m Kelly Nilsson, founder of Brava Financial, LLC - a flat-fee, advice only financial planning firm. At Brava, I help people who seek clarity and confidence when it comes to their finances.

My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients in the industry. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money. Money is a human construct - it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you.

Family, curiosity, and trust are my highest values. There is nothing I love more than hiking the Northern California mountains with my husband Martin and son Sebastian or laughing wildly with my sisters and mom over something silly.

I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and in 2018 I received a Juris Doctor from St. Francis School of Law.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Comprehensive Financial Planni...

Tax Planning

Investment Planning

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Divorce Planning

Entrepreneurs

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

Are you a "fiduciary"?

Yes

Aliases

Emily K Bost | Emily Kelly Bost | Emily Kelly Nilsson | Kelly B Nilsson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Kelly Nilsson, from time to time, may speak at events such as industry conferences or events. Kelly Nilsson may receive compensation for these engagements including other benefits such as free attendance, and reimbursement of food and travel expenses. These events are not targeted to advisory clients or for the solicitation of advisory clients. This outside activity does not take up more than 10% of Kelly Nilsson's time or income.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Bost Nilsson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 11, 2022 - Present

BRAVA FINANCIAL

RIA

CRD#: 322054

San Diego, CA

Past

March 23, 2021 - July 6, 2022

FACET

RIA

CRD#: 285961

San Diego, CA

Past

June 2, 2015 - March 5, 2021

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

San Diego, CA

Past

June 2, 2015 - March 5, 2021

CALTON & ASSOCIATES, INC.

CRD#: 20999

San Diego, CA

Past

June 4, 2012 - February 22, 2016

CAPITAL ANALYSTS

RIA

CRD#: 5249

BOSTON, MA

Past

March 15, 1993 - January 1, 2002

MANULIFE WOOD LOGAN, INC.

CRD#: 19177

STAMFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/11/2022)

IAR

Massachusetts
(4/2/2025)

IAR

Texas
(3/6/2023)

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/11/2022

General Securities Principal Examination

Current Firm

BRAVA FINANCIAL

BRAVA FINANCIAL | BRAVA FINANCIAL, LLC

CRD#: 322054 / SEC#:

California

Registered Investment Advisory firm - (7/11/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/2/2025 Approved)

Texas

Registered Investment Advisory firm - (2/10/2023 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/16/2024 Approved)

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Contact information

Main Address

San Diego, CA

Mailing Address

415 Laurel Street, Pmb 207, San Diego, CA 92101

Phone number

(619) 929-0056

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Emily B. Nilsson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Bost Nilsson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

MANULIFE WOOD LOGAN, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2002

Series 63

Date: 3/16/1993

Series 7TO

Date: 12/11/2022

Series 6TO

Date: 12/11/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/27/1993

Series 6

Date: 3/10/1993

Series 24

Date: 12/11/2022

Current Firm

BRAVA FINANCIAL

Contact information

Documents

Red Flags

Company Information

BRAVA FINANCIAL

TRUST BUT VERIFY

Contact information

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