Adam Torres and Brianne Soscia discuss the Financial Yogi brand.
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Financial health is important to live a full and healthy lifestyle. But how many of us neglect our physical health while pursuing other goals? In this episode, Adam Torres and Brianne Soscia, Certified Financial Planner at The Wealth Consulting Group and Founder of Financial Yogi, explore how the Financial Yogi brand is helping to educate people on both their financial and physical health.
About Brianne Soscia
Brianne joined the financial services industry in June of 2011, after eleven years as an elementary school teacher. Brianne is a CERTIFIED FINANCIAL PLANNER™ and registered financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through both LPL Financial and WCG Wealth Advisors, LLC, 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, and college savings.
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives.
Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.