Arielle Minicozzi, CFP® Sphynx Financial Planning

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?

I started Sphynx Financial Planning in 2017 to reach under-served markets – particularly Generation Y. 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.

I worked as a mortgage loan officer and a tax preparer before launching my firm. 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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Ideal Clients

  • Cash Flow/Budgeting
  • Gen X
  • Home Buying
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Setup Fee starting at $500
  • Quarterly Retainer: $250+ / quarter

SEC Records

States Registered

  • Arizona

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