Arielle Minicozzi (CFP®)

Arielle Minicozzi focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Millennials
  • Unmarried Couples
  • Women's Financial Planning Issues

Planning Specialties

I specialize in helping young professionals who are looking to buy their first homes or upgrade from their starter homes. I look at home buying in the context of your other financial goals and needs, rather than in a vacuum.

In addition, the homebuying process can be complex and challenging. I have the experience to provide addtional guidance and find solutions to meet your needs.

Additional Information

Have you ever heard the phrase “it takes money to make money”? Most traditional financial advisors only serve clients with $250,000+ in investable assets but how do you get there?

Before I entered the financial planning industry in 2017, I worked as a mortgage loan officer and a tax preparer. I loved the work but felt like I wanted to do more to reach under-served markets – particularly Generation Y and professional women.

Because I came from a non-financial background (I was an art major in college), I understand how it feels to be overwhelmed by financial jargon. Much of my interaction with clients involves breaking down complex financial information into easy-to-understand terms and forming easy-to-follow action plans that are actually achievable.

Let’s make a plan – sign up for a free consultation here.

NAPFA Start Date

May 24, 2018

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This Office

2372 E Winged Foot Dr Chandler, AZ 85249-4962 Phone: (480) 535-1767