BRIANNE SOSCIA

CERTIFIED FINANCIAL PLANNER™

Brianne specializes in working with individuals, families, and business owners in the areas of retirement planning, investment management, and college savings.

Brianne is a CERTIFIED FINANCIAL PLANNER and financial advisor.  She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.

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Brianne Socia - Financial Yogi - Las Vegas

WHAT TO EXPECT

The Financial Planning process is based on a mutual respect between the client and planner.  Each person’s needs and goals must be assessed, before an individualized financial plan is developed.

 

Individual Approach

Financial Planning should be client centered, and focused on each individual’s needs and goals.

Custom Plan

Clients will be able to gain a deeper understanding of their current financial status, set and analyze goals, develop a plan that is designed towards meeting these goals, and easily follow the plan so that goals can be pursued.

Respect

The financial planning process involves establishing a working, trusting, and respectful relationship between the client and planner.

OUR SERVICES

Facebook Posts

🧠 Are you using AI—or is it using YOU?Today is National Financial Freedom Day—a perfect reminder to make sure your financial tools are truly working in your favor.Artificial intelligence used to sound like science fiction. Now it’s quietly embedded into our everyday routines, often without us realizing it. From automatic fraud alerts and “recommended for you” lists to streaming suggestions and smart gadgets—AI is already a part of your financial life.But here’s what’s important:If you don’t realize AI is influencing your decisions, it may be shaping your spending, savings, and even your security, without your permission.✅ AI encourages unplanned purchases. Online stores and streaming platforms are built to get you to spend more.💡 Tip: Consider using budgeting apps to track where your money is going and where it’s slipping away.✅ Tech awareness = financial empowerment.Studies show younger, wealthier, and more educated individuals recognize AI faster, giving them a financial edge. But you can close that gap!💡 Ask your financial advisor about how tools like dynamic savings apps and credit monitoring can work for you.✅ Your financial data matters. If a computer program is helping decide your credit score or insurance rate, shouldn’t you know how it works?💡 Be proactive: Review your privacy settings and app permissions.You don’t need to be a tech expert to use AI wisely. You just need to be aware. Financial well-being in today’s world requires both planning and perspective. And that includes understanding the invisible tech influencing your everyday choices.You’ve built a lot of wisdom, let’s make sure technology works with you, not against you. If you want to explore how modern tools can help you build confidence in your retirement and beyond, I’d love to connect.📞 Let’s schedule a call and talk about how we can work together. ... See MoreSee Less
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Just wrapped the Korean leg of our family vacation…the food is everything I dreamed it would be, the views stun, and the family photos multiply. 💕 Japan, you’re up next! 🇰🇷➡️🇯🇵 ... See MoreSee Less
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What would happen if you suddenly couldn’t work? In this blog for Disability Insurance Awareness Month, Raymond Bell from Wealth Consulting Group, breaks down how DI works, why employer coverage might not be enough—especially for high earners—and what small business owners can do to close the gap. A quick, smart read to protect your income and peace of mind. Read more here - financial-yogi.com/di-awareness-month/ ... See MoreSee Less
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THE PROCESS

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Consultation

First, we will identify your needs and expectations, discuss what the financial planning process will look like, and define mutual responsibilities.

Review

Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.

Implementation

Recommendations will be developed and presented to the client, so that they can easily be implemented.  Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.

FROM THE BLOG

CONTACT ME

8925 West Post Road, 2nd Floor Las Vegas, NV 89148
Mon. - Fri. 8:30am - 3:30pm
By Appointment

SEND A MESSAGE

Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.