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.

Read Full Bio
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.

SIGN UP FOR MY NEWSLETTER

Get my newsletter filled with tips on finance, money, and more!

OUR SERVICES

Facebook Posts

Happy International Client's Day! A day to say thanks 🌷 to all of our clients.This is my chance to say thank you to the lovely people who have let me help them on their path to building wealth for themselves and their families.Thank you for giving me the opportunity to help you reach your dreams ✍️. Thank you for letting me feel the rush of excitement as you achieved something amazing 🤸. Thank you for letting me push you 💫a little farther than you dared go before so you could get closer to your financial goals 🏆.Eternal gratitude and appreciation to all of you!💚 ... See MoreSee Less
View on Facebook
May you and your family have a very blissful and lucky St. Patrick’s Day this year. ☘️ Enjoy the blessings of this day! ... See MoreSee Less
View on Facebook
JOIN ME for my FREE WEBINAR: ECONOMIC OUTLOOK: FINDING BALANCE…A SIMPLIFIED GUIDE TO INVESTING IN 2023 AND BEYOND.March 30th at 9:00am or 5:30pm PSTYou’ll learn:Market and economic forecast scenarios.Potential opportunities for investors.How to stay focused and keep a long-term perspective in any market environment.Why it’s important to have a thoughtful plan and professional support.How to stay on course towards reaching your financial goals.Links to register in comments below! ... See MoreSee Less
View on Facebook

THE PROCESS

  • 1.

  • 2.

  • 3.

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.