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


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.


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


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Are you saving enough for retirement?Retirement is one of the most exciting moments in life for most people. This is when you finally have the opportunity to sit back, relax, and enjoy the fruits of your labor.However, this opportunity does not come naturally. To make sure that you live your retirement years comfortably, you need to create a retirement plan as early as possible.Sign up for my upcoming webinar and learn how to make the most of your finances for retirement. I'll provide you with the tools and strategies you need for a secure financial future. Join me and take control of your retirement path today! ... See MoreSee Less
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It was the Las Vegas Breast Cancer Warriors four year anniversary this past weekend! Four years of fierce determination, unwavering support, and endless hope. 🎗️ We celebrate LVBCW's journey in spreading awareness, offering strength, and standing together against breast cancer. Here's to four years of making a difference and countless lives impacted. 🌟’ ... See MoreSee Less
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3 unwritten rules of financial planning that can pave the way for a secure and prosperous future:✨ Rule of Consistency: Just as Rome wasn't built in a day, financial security and wealth accumulation are the results of consistent effort. Make saving and investing a habitual practice. Regularly contribute to your savings and investment accounts, even if the amounts are small at first. Over time, the power of compounding will work in your favor, helping your money grow substantially.✨ Rule of Diversification: "Don't put all of your eggs in one basket" holds true in finance as well. Diversification involves spreading your investments across different asset classes like stocks, bonds, real estate, and more. This strategy helps manage risk – if one investment underperforms, others can balance it out. Diversification can protect your portfolio from significant losses while potentially capturing gains from various sources.✨ Rule of Patience: The financial journey is a marathon, not a sprint. Patience is crucial when it comes to investments. Avoid chasing short-term market trends or making impulsive decisions based on emotions. Stay focused on your long-term financial goals and remember that markets can be volatile. Stay invested, stick to your plan, and let time work in your favor.These rules form the foundation of successful financial planning. Financial planning is unique to each individual, so it's crucial to tailor these principles to your specific circumstances and goals. If you're unsure about how to start, or need personalized advice, schedule a consultation with me so I can provide guidance aligned with your aspirations. ... See MoreSee Less
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First, we will identify your needs and expectations, discuss what the financial planning process will look like, and define mutual responsibilities.


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


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.



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


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