Dima Steesy - Financial Advisor & Accountant
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About
My name is Dima and I am a management accountant and have my Series 65 license.
I am the President of Bravo Zulu Capital Management. Prior to founding the firm, I was a small business owner. I founded a skincare brand in college, with activations at major venues including the Ritz Carlton and Equinox before growing the company to succesful acquisiton. Following this, I built one of the largest fire protection companies in San Antonio, serving Fortune 500 clients such as Costco, AT&T, and Barnes & Noble.
When I graduated from high school, I enlisted and then spent 8 years in the U.S. Navy including 4 years on active duty and the rest in the Reserves. During my service, which included deployments to Afghanistan and the Horn of Africa, I became the youngest credentialed member of NCIS at age 18. I hold a Series 65 license, am a member of the Institute of Management Accountants, and graduated cum laude from Harvard University.
Overview
Serves San Antonio, TX
Background checked
License verified
1 employee
1 year in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Credit card, Stripe, Venmo, and Zelle.
Credentials
License verified
Investment Adviser Firm
License state: TX
Background checked
Passed by Dmitry Steesy on Jan 11, 2026.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for work quality, responsiveness, and professionalism.
5.0
2 reviews
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Anthony W.
2 days ago
Dima handled one of the most complex tax situations I’ve ever faced with absolute precision and professionalism. My returns involved multiple entities ,S-Corp and LLC, amended filings, a commercial property sale, rental activity, asset disposition, intercompany transfers, and detailed expense reconciliations.He carefully reviewed every document, asked thoughtful and strategic questions, and ensured nothing was overlooked. Very patient in explaining my returns step-by-step so I fully understood the numbers, gains, losses, and tax implications! That level of care is rare. I feel so blessed to have his professional guidance.
Sophie L.
2 days ago
I probably lack words to describe the level of professionalism that Dima has shown, he went well beyond what I expected and his advice he's given was top-level. Truly amazing work and I recommend anyone who needs some work done for any usual tax situation but also any specific financial planning situation that requires a tailored advice ! Will do business with Dima again for sure !