Brianne Soscia joined the financial services industry in June of 2011. 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 both Wealth Consulting Group & LPL Financial, as well as her life and health insurance licenses. Brianne specializes in working with individuals, families, and business owners, in the areas of retirement planning, investment management, asset protection, and college savings.
She has clients in over 15 states across the country, and manages over $50 million dollars in assets. She believes that your financial well-being is crucial to your overall health and wellness, and her passion is to teach people how to live a well-balanced and successful, financial life.