Arielle Minicozzi, CFP® Modern Money Advisor
- Virtual, Chandler, AZ 85249
- (480) 535-1767
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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- Cash Flow/Budgeting
- Gen Y/Millennials
- Home Buying
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Monthly Fee: $150+/month