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

Watching Ben show up for our family day in and day out is something I don’t take for granted. He teaches with patience, leads with love, and models responsibility. Happy Father’s Day to my amazing partner—and to all the incredible dads out there! ... See MoreSee Less
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Let’s clear up a common mistake I see far too often with Roth IRAs:Opening and funding one isn’t enough. You have to invest the money too.Here's the 3-step process:1️⃣ Open the Roth IRA2️⃣ Contribute cash3️⃣ Invest the cashSounds obvious, right? But according to Vanguard, 55% of people still had their Roth IRA contributions sitting in cash 12 months later. That’s a full year of lost compounding potential.Why? Because many Roth IRAs default to money market funds—these are like high-yield savings accounts. Your money is safe there, but it’s not growing the way you probably intended. If your goal is long-term growth, that money needs to move into the market—think index funds or other diversified investments aligned with your goals and risk tolerance.This is a small step that makes a huge difference.So double-check: Did you just contribute—or did you actually invest?Your future self is counting on you to follow through. ... See MoreSee Less
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The average credit score in the U.S. has been holding steady at 715 (source: Experian). But if you’re Gen X, Millennial, or Gen Z—don’t worry if yours isn’t quite there.💡 Here’s the truth:➡️ Scores 670 and up are considered “good” by most lenders.➡️ It’s completely normal for younger adults to have scores below 700.➡️ Your credit score is just one part of the picture—it’s not a measure of your worth or how financially responsible you are.Your score is based on what’s in your credit reports: payment history, credit usage, length of credit history, new accounts, and types of credit. Some scores even go up to 900 depending on the model used.So, if you’re comparing yourself to a number online and feeling behind—breathe. You’re not. You’re just on your own timeline.Want to know how your score compares to your age group—and what you can do to boost it? I’d be happy to break it down for you in a way that makes sense. ... 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.