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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"𝘈𝘧𝘵𝘦𝘳 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 𝘉𝘳𝘦𝘦, m𝘺 𝘮𝘰𝘯𝘦𝘺 𝘩𝘢𝘣𝘪𝘵𝘴 𝘩𝘢𝘷𝘦 𝘨𝘰𝘵𝘵𝘦𝘯 𝘣𝘦𝘵𝘵𝘦𝘳, 𝘐 𝘩𝘢𝘷𝘦 𝘢 𝘤𝘭𝘦𝘢𝘳𝘦𝘳 𝘱𝘪𝘤𝘵𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘢𝘵 𝘮𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘧𝘶𝘵𝘶𝘳𝘦 𝘭𝘰𝘰𝘬𝘴 𝘭𝘪𝘬𝘦, 𝘢𝘯𝘥 𝘐’𝘮 𝘰𝘯 𝘵𝘳𝘢𝘤𝘬 𝘵𝘰 𝘢𝘤𝘩𝘪𝘦𝘷𝘦 𝘍.𝘐.𝘙.𝘌!"Thank you so much to my dear client for this thoughtful testimonial! It's always great to hear from my clients and get their feedback on my work. Your input helps me to improve the quality of my services and make sure that all my clients have the best possible experience working towards their financial goals. 💚 ... See MoreSee Less
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June 5th each year marks World Environment Day. What can it teach us about how we should be investing?Read these 3 Facts About ESG and Sustainable Investing:𝙎𝙪𝙨𝙩𝙖𝙞𝙣𝙖𝙗𝙡𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨 𝙖𝙧𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙞𝙣 𝙖 𝙗𝙚𝙩𝙩𝙚𝙧 𝙛𝙪𝙩𝙪𝙧𝙚.Sustainable investing is about creating long-term value by taking into account environmental, social, and governance (ESG) factors. By investing in companies that are actively working to reduce their negative impacts on the planet, both financially and socially, they are helping to create a more sustainable future.𝙎𝙪𝙨𝙩𝙖𝙞𝙣𝙖𝙗𝙡𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙞𝙨 𝙖𝙣 𝙞𝙢𝙥𝙤𝙧𝙩𝙖𝙣𝙩 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙮 𝙛𝙤𝙧 𝙖𝙙𝙙𝙧𝙚𝙨𝙨𝙞𝙣𝙜 𝙘𝙡𝙞𝙢𝙖𝙩𝙚 𝙘𝙝𝙖𝙣𝙜𝙚.Scientists continue to warn that climate change will have a significant impact on our economy. It is crucial that meaningful policy changes are made to address this issue, but investors can also play a critical role in moving assets from "dirty investments" to "cleaner" ones.𝙎𝙪𝙨𝙩𝙖𝙞𝙣𝙖𝙗𝙡𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙞𝙣𝙜 𝙧𝙚𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙨 𝙩𝙝𝙚 𝙛𝙧𝙚𝙚 𝙢𝙖𝙧𝙠𝙚𝙩.ESG investors are voting with their dollars and seeking investment opportunities that fit their values, and will benefit in a sustainable future. If you’re ready to put your money to work in an ESG strategy, get in touch with me today! ... See MoreSee Less
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Saving for retirement in an IRA (individual retirement account) has many advantages, but which type of account you choose can have a big impact on your financial goals.A Traditional IRA and a Roth IRA are two of the most common types of retirement accounts, but they have differences that all investors should consider before deciding which type of to open.Read about the basics here, and contact me with additional questions! ... 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.