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.

Contact this advisor

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