Ariel is a 2015 Florida State University graduate (Go Noles!) with a B.S. in Mechanical Engineering. She is a Candidate for CFP® Certification, successfully completing the coursework, and testing requirements for the designation. As Solitude’s Wealth Planner, she continues to work towards fulfilling the CFP Board’s experience requirement.
Following her graduation, Ariel transitioned to the finance industry as a Financial Processor with Vanguard in 2016, before transitioning to Charles Schwab in 2017 where she was professionally trained and licensed. After gaining experience with Schwab’s Retirement Plan Services, Ariel broadened her knowledge of the finance industry at the turnkey asset management platform (TAMP) AssetMark before settling down at Solitude.
As a Candidate for CFP® Certification, she is dedicated and excited to bring her insights, critical thinking skills, passion, and personality to the field by fostering long-term relationships with Solitude’s clients to help them reach their financial goals.