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.

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OUR SERVICES

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What is Net Worth? Simply put, it's what you own minus what you owe. It's a financial snapshot, giving you a clear picture of where you stand. 🌟Why is knowing your Net Worth important? It's like a financial health checkup. It helps you gauge your progress towards your goals, be it retirement, buying a home, or funding education. 🎯Start by listing your assets (savings, investments, property) and liabilities (loans, debts). This simple exercise can be eye-opening!I'm here to guide you through assessing your assets and liabilities, and more importantly, in creating strategies to increase your net worth over time.Knowing your net worth isn't just about numbers; it's about making informed decisions to secure your financial future. 🌈 ... See MoreSee Less
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This week marks a special occasion in our financial calendars - American Saves Week!American Saves Week isn't just about putting money aside; it's a celebration of financial empowerment and the first step towards a secure future. 🌱 Over the years, I've seen clients go from overwhelmed to overjoyed as they watched their savings grow. It's not just about numbers; it's about peace of mind and the freedom to make choices that align with your dreams. 💭💡 Here's a tip: Start small, dream big. Even a few dollars a week can build a foundation for your future.📈 To all my clients, remember, I'm here to help you navigate this journey. Let's make saving a habit that sticks, not just this week, but for a lifetime! ... See MoreSee Less
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In 2023, the financial world witnessed the rise of the so-called 'Magnificent Seven' – a group of tech stocks that skyrocketed, driving significant gains in the market. Just like the film's heroes, these stocks had a roller-coaster journey. 📊🎢Investor Insight: Remember, investing is a narrative, and every story has its highs and lows. While these stocks soared up to 240% in 2023, they had faced a tough 39% loss the previous year.Key Takeaway: It’s tempting to chase high-performing stocks, but it's crucial to look at the broader picture. Investment decisions should be based on thorough analysis, not just captivating stories. 🧐💡Feeling intrigued by the 'Magnificent Seven' story or other investment opportunities? Let’s talk! I’m here to help you navigate through these narratives with sound financial advice. 📞🔍 ... 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

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