Driven by Excellence. United by Purpose.
Discover the people and values that power our success.
Experience You Trust
At ARIA Wealth Management, we believe financial success begins with harmony. Our ensemble approach brings together a team of seasoned professionals, specializing in Wealth Management, Retirement Plan Consulting and Administration, Personalized Investment Management, and Financial Planning, to deliver strategies tailored to your unique goals.
Collaboration is at the heart of what we do. We help you understand your current financial picture, define clear objectives, and implement a personalized plan designed to provide lasting peace of mind. It’s confidence that comes from knowing where you stand today and having a roadmap for tomorrow.
With over 70 years of combined experience, ARIA WM is a fiduciary wealth management firm committed to transparency, integrity, and trust. We empower clients through proactive risk management, innovative technology, and trusted guidance, helping you navigate market complexities and achieve long-term growth and resilience.
Experience what it means to have a dedicated team working in harmony toward one goal: your financial success.
Your ARIA Team
Local Support, Nationwide Access - Connecting You to Trusted Financial Guidance
Elizabeth Luna
AIF®
Vice President of Wealth Management
Elizabeth Luna oversees ARIA’s Financial Planning department, driving strategy implementation, account logistics, and overall management. Based in Saratoga, CA, she ensures clients receive personalized, high-quality financial guidance with a focus on efficiency and results.
Joseph Lawrence
AIF®, CPFA™, C(k)P
Director of Corporate Services, Advisor
Joseph Lawrence leads ARIA’s Corporate Retirement Services program, partnering with plan sponsors to deliver tailored plan design, ensure fiduciary compliance, and manage administrative plan services. Based in Huntsville, AL, Joseph provides strategic guidance to help organizations optimize their retirement offerings.
Lawrence Pizzella
MBA
Chief Executive Officer
Lawrence Pizzella oversees ARIA’s investment portfolios and drives strategic investment decisions for the ARIA group. Based in Saratoga, CA, Lawrence focuses on delivering disciplined portfolio management and innovative strategies to help clients achieve their financial goals.
Gayle Phillips
Customer Service Manager
Gayle Phillips manages ARIA’s Corporate Retirement Services operations, supporting the administrative needs of plan sponsors and participants. Based in Huntsville, AL, she ensures clients receive responsive, high‑quality service and a seamless retirement plan experience.
Viviana Olmos
Administrative & Operational Specialist
Viviana Olmos supports ARIA’s administrative and operational functions, helping maintain smooth internal processes across the organization. Based in Saratoga, CA, she ensures clients receive consistent, attentive service through her focus on efficiency and operational excellence.
The ARIA Difference
At ARIA Wealth Management, we understand that every financial situation is unique. We meet you where you are and create a personalized wealth management strategy to help you move from today’s financial position to your long-term goals efficiently and effectively.
Building strong client relationships is at the core of everything we do. As a fiduciary wealth management firm, we believe that doing what is best and doing what is right should always be the same. That’s why we uphold the highest standards of integrity, transparency, and trust.
Our approach begins with understanding your values and priorities. From there, we apply thoughtful financial planning and disciplined investment management to design a plan tailored to you. To provide comprehensive solutions, we leverage long-standing alliances and partnerships with advanced planning specialists. These relationships complement our deep knowledge in wealth management, retirement planning, and investment strategies, ensuring you have access to the resources needed for financial growth and long-term security.
Transform Your Financial Future
Comprehensive planning for lasting financial security.