Arianna Punter

Financial Consultant at Breeze Wealth Management Lic #21500847 All things financial literacy and generational wealth!

Role: Senior Advisor at Breeze Financial Group
Location: Austin, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Senior Advisor
Breeze Financial Group
Feb 2025 — Present · US
I advise clients on tailored insurance solutions across multiple carriers, specializing in IULs and Annuities. I prepare custom plan illustrations, conduct risk assessments, and ensure each client receives coverage that aligns with their unique needs. By staying current on market trends and policy updates, I provide informed, client-focused guidance while maintaining accurate records of all interactions and transactions.

Education

NYU Stern School of Business
Master of Business Administration - MBA
2023
California State University, Chico
Bachelor of Arts - BA
2019 — 2023

Contact information

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Work email
•••••@breezewealthmanagement.com
Personal email
•••••@•••••.com
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Current company

Breeze Financial Group

Financial Services · 29 employees · Founded 2023 · California, California, United States

Breeze Wealth & Insurance Solutions is located in Southern California assisting clients all throughout the nation with thoughtful financial planning in meeting their retirement and money management goals. BWM has partnered with multiple multi billion dollar insurance carriers, who offer numerous financial services & World Class technology solutions to insurance and wealth advisors nationwide. Our team of talented men & women secured over $1 Billion of retirement funds annually. We have successfully shielded the retirements of thousands of clients where their hard earned money is protected from the volatility of the stock market and still grows consistently with financial vehicles, we feel, are second to NONE. When Do You Plan On Retiring? What Is Most Important To You In A Retirement Plan? What kind of legacy are you looking to create? At BWM, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. Knowing their hard earned money is always going to be secured & protected, our clients can spend less time worrying about what their money is doing, and spend more time enjoying their lives. This is our sole purpose for existing.

breezewealthmanagement.com

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Experience

Senior Advisor

Education

NYU Stern School of Business

California State University, Chico

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