Arielle Minicozzi, CFP® Modern Money Advisor

About Arielle Minicozzi, CFP®

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.

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Recently Published

5 Essential Homebuying Tips from a Former Mortgage Loan Officer

July 29, 2019

The homebuying process can be overwhelming, even for the financially savvy or experienced buyer. Make the homebuying process as smooth as possible.

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The ABCs of HSAs

July 22, 2019

What are HSA accounts? Learn about why these accounts are better than retirement accounts, what they can be used for and when, and how to get one.

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The Ins and Outs of Mortgage Insurance

July 15, 2019

The term "mortgage insurance," inspires fear and confusion in many people. What is mortgage insurance, why do you need it and how do you get rid of it?

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen Y/Millennials
  • Home Buying
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $150+/month

SEC Records

States Registered

  • Arizona

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