BRIANNE SOSCIA
CERTIFIED FINANCIAL PLANNER™
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.
OUR PARTNERSHIP WITH YOU
Our clients are our partners in a shared vision of success. Our relationship is based on collaboration and a commitment to excellence. Using the Lotus Method, we help you design a life that aligns with your aspirations. We understand that financial goals are deeply personal, and our mission is to help you pursue these goals through thoughtful and personalized financial planning strategies that adapt to your evolving needs.
What can you expect from us
We will always…
- Act with Integrity: Always prioritize your best interests and uphold the highest ethical standards while treating you with respect and professionalism.
- Deliver Personalized Solutions: Provide strategies based on a thorough understanding of your unique goals, values, and circumstances.
- Communicate Proactively: Keep you informed with regular updates, insights, and transparent advice, using straightforward language and clear communication.
- Build Long-Term Partnerships: Develop enduring relationships based on trust, respect, and mutual understanding.
- Adapt to Your Evolving Needs: Stay responsive to changes in your life, goals, time frame, and financial landscape.
- Offer Holistic Services: Provide access to a comprehensive range of financial, tax, and estate planning resources and coordinate the efforts of these professionals when required.
- Stay Informed about Market Trends: Leverage the latest research and tools while monitoring your investments, and to guide sound, informed investment decisions.
- Educate and Empower: Help you understand your financial plan and options, enabling confident decision making.
- Mitigate Risks: Proactively identify and address potential challenges to safeguard your financial future.
- Ensure Accessibility: Meet with you regularly to make any necessary changes to your investments and financial plan, and be available to answer questions, address concerns, and provide support whenever needed.
OUR SERVICES
CONTACT ME
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.