Senior Wealth Advisor

Brandy Ariza

phone 346-980-4000

Learn about me at work

Why I do what I do...

That through my expertise and financial planning process, I am helping to guide and change my clients lives for the better. When I bring my clients a sense of peace, clarity and direction to their future through my expert knowledge, it brings me immense joy and validates why I "do what I do".

I enjoy working with...

Individuals, Executives, and Companies Seeking Professional and Expert Guidance to include: Small Business Owners and Entrepreneurs; Company Executives; Professionals in the Healthcare, Oil and Gas, and Real Estate Industries; Women Professionals; Divorcees and those in the Midst of a Divorce; Individuals or Couples Retiring within the next 0-7 years, to include Social Security and Medicare planning; and Trustees of Trusts.

My education consists of...

University of Utah, Bachelor of Science; Certified Financial Planner Graduate Certificate, Rice University; CERTIFIED FINANCIAL PLANNER, CFP(R); Series 7, 66 Licenses; Licensed Insurance, Life and Health Agent

Before Centric, I...

Since 2000 I have worked in the Investment Industry serving my clients as an Advisor and Financial Planner.

I chose Centric because...

of the firm's forward thinking, avaunt garde approach to investment management. Our boutique size allows us to be nimble and responsive to the market's quick changes. We also have direct access to portfolio and market experts , which is invaluable. Lastly we each have a voice and are treated like family.

The best part about my career is...

Serving and Helping my Clients.

The best piece of financial advice I have received is...

You can never be too young to start investing--be diligent in it irregardless of what the market is doing.

My life outside of work

My family includes...

My husband, Robert, who reminds me daily of his appreciation of me. Olivia, 13, plays Clarinet;  our 12 year old Twins: Emma--Competes in Baton Twirling Sophia- Competes in Gymnast Alexander- 4 year old ball of energy and destruction

In my free time, you can find me...

Spending time with my family, whether it be helping with homework, playing chauffeur, going to a competition, school or band event, gardening, reading, shopping, and yes, my nemesis, laundry or cleaning house.

I’m passionate about...

The importance of Family! Since our son, Alexander, was diagnosed at an early age with Speech Apraxia. Since then I have become passionate about Early Childhood Intervention and the importance of getting help early and utilizing the special programs available for our toddler, preschool and school age children to best help their child learn and grow. Due to several individuals I know with this diagnosis, I am also passionate about Parkinson's Disease and assisty with the local chapter, HAPS.

My favorite quote is...

 

If I could meet anyone, past or present, it would be...

My great, great grandmother that my grandmother spoke so fondly of, of which I named my daugther, Sophia, after.

My favorite food is...

Italian Food--especially cheese pizza. We love supporting small business owner restaurants.

My hidden talent is...

gardening. I love seeing the colorful transformation that flower gardening and planning bring to my yard. I also enjoy seeing my perennials, which I call my "Faithful Friends", come back year after year.

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