Brianne Soscia becomes latest Retirement Benefits Group advisor to earn CFP® certification
SAN DIEGO, May 12, 2016—Retirement Benefits Group congratulates Brianne Soscia, an advisor in our Las Vegas office, on passing the Certified Financial Planner exam. She becomes the firm’s eighth CFP®, all of whom have successfully demonstrated the competency and knowledge needed to work independently as a financial planner.
“This designation is a differentiator in the quality and depth of planning I can now do for my clients,” she says. “My knowledge base in the fields of investments, retirement, insurance, estate planning, and taxes has increased immensely.”
Soscia, who specializes in working with individuals and families planning for retirement and college, also holds Series 6, 7 and 63 licenses with LPL Financial and Series 66 with both LPL and RBG, as well as a life and health license. She has worked in the financial services industry since 2011, after 11 years as an elementary school teacher.
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 14 affiliate offices nationwide. The firm’s goal is to provide professional, non-biased guidance to institutional clients and their employees. Retirement Benefits Group specializes in providing customized retirement plan consulting services, executive benefits, wealth management and retirement management services to individuals and companies of all sizes throughout the United States. The firm’s team of retirement plan consultants provides risk management strategies for fiduciaries and custom strategies designed to help participants work towards retirement. For more information, please visit www.rbgnrp.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.