ARIA WM

04/05/2026

Wishing our clients, colleagues, and community a very Happy Easter. May your day be filled with the things that bring you the most joy and balance. 🐣✨

03/25/2026

Investment isn't just about markets—it’s about people. 🤝

We are thrilled to share that our very own Elizabeth Luna, Financial Adviser - Tech Equity & Wealth Planning, is heading back to campus! She’ll be joining a powerhouse panel at West Valley Community College to discuss the journey of women business owners and the future of entrepreneurship.

Are you a student or aspiring founder? This is for you.
Are you a local business owner? We’d love to see you there.
🔗 Click the link below to register and join the movement toward holistic wealth https://forms.office.com/r/fuDA2SwiKP

07/04/2025

🎆 Happy 4th of July! 🇺🇸

Today, we celebrate the spirit of independence, the strength of our communities, and the freedoms we cherish. Wishing you a safe and joyful holiday filled with family, friends, and festive moments.

From all of us at ARIA WM, thank you for being part of our journey. Have a wonderful Independence Day!

06/15/2025

To all the fathers and father figures in our lives: We thank you for the strength, dedication, and care you bring to your families and your communities.

Wishing you a day filled with appreciation and joy.
Happy Father’s Day!

05/11/2025

🌸 Happy Mother’s Day 🌸

Today, we honor the strength, wisdom, and love of mothers everywhere.

We've seen firsthand how mothers make countless decisions with their family’s future in mind. Your care, resilience, and long-term thinking are powerful forces—both at home and in our communities.

To all the moms, grandmothers, stepmoms, and mother figures: thank you for everything you do. Wishing you a beautiful day filled with love and appreciation. 💐

12/31/2024

As we close the books on 2024 and look ahead to 2025, we extend our heartfelt thanks to our clients and partners for their trust and collaboration over the past year. It’s been a privilege to help you navigate your financial journey. Looking forward, we're excited about the opportunities that 2025 holds.
Here’s to a prosperous and successful new year for all! 🥂🎉
Larry, Liz and Joe

11/28/2024

Wishing all our friends and family a Happy Thanksgiving!

11/11/2024

Thank you veterans for your service today and always. We’d like to recognize James DeCesare, Russ Carlson, and Chuck McAteer, who are proud veterans and ARIA financial advisers. We salute you!

03/19/2024

I had an amazing time presenting to the BEST networking group this morning! And what a wonderful bonus: my dad is celebrating his 94th birthday today and my friends helped me send him a heartfelt message!

02/20/2024

Always such a treat when Riya Wang presents at the BEST networking group’s meeting! Riya & Zenquency ArtofHealing teaches how to manage daily stress through sound healing & led us through a short breathing exercise…ahhh! Ready to tackle this

02/12/2024

The Week In Perspective

Updated: 12-Feb-24 The Week on Wall Street The stock market experienced solid gains last week, concluding the trading week on a positive note, than...