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Women at table

Every member of our team plays an integral role in our success.

We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 13 years of experience. 

Our advisors have established relationships with many of the major and newer fund companies allowing us to give even our smaller plans the option to funds normally only available to large plans, all while keeping the plan affordable.

We strive to be upfront about all the plan costs. There are no hidden fees here! We even layout clearly the projected annual fees by both the employer and the participant reducing the stress of unexpected costs. 

Our company was built on the idea of providing professional and personalized services without sacrificing quality.  We are always seeking new ways to bring our customers the most advanced retirement plan features out there. Our team members regularly undergo training to stay current with all the complex regulations so you can have piece of mind that your plan is designed for the protection of you and your employees.

Joe Lawrence, AIF®, CPFA, C(k)P Photo

Joe Lawrence, AIF®, CPFA, C(k)P

Director, Corporate Retirement Services Advisor

Joe oversees ARIA’s Corporate Retirement Services program supporting plan sponsors with plan design, fiduciary compliance and administrative plan services. He has been working with retirement plans for over 20 years, supporting start up to multi-million-dollar plans. He takes pride in keeping the plan sponsors, and their plans, aligned with the most current fiduciary and regulatory policies.

Joe, and his team, continually evaluate the industry’s leading recordkeepers, custodians, and institutional investment options to help his plan sponsors offer the best retirement plan for its employees. As part of his dedication to provide not only the plan sponsors, but also the participant’s, with knowledge of the investment world, he offers quarterly presentations on domestic and international markets, a semi-weekly market commentary, as well as keeping the plan sponsors aware of changes in the industry or policies that may impact the plan or its participants.

As an investment advisor, Joe is able to offer risk and portfolio assessments to the plan’s participants allowing them to optimize their position at retirement and beyond. He also manages individual wealth accounts for clients with investments outside of a retirement plan.

Joe holds designations as an Accredited Investment Fiduciary® (AIF®), a Certified Plan Fiduciary Adviser (CPFA) and a Certified 401(k) Professional (C(k)P).

Joe lives in Huntsville, Alabama with his wife and two of his children. His eldest son serves in the U.S. Marines.

Elizabeth Luna, AIF® Photo

Elizabeth Luna, AIF®

Director of Wealth Management

Based on her own personal experiences, Elizabeth has always had a deep passion for empowering others around finance. She knows firsthand the meaningful victories that both men and women can experience when taking charge of their financial life. As wealth director of ARIA Wealth Management, Elizabeth provides her clients guidance in wealth management, estate planning and customized portfolio management.

A lifelong Bay Area native, Elizabeth is a graduate of Santa Clara University and resides in the Rose Garden area of San Jose with her husband, 3 children and 3 dogs. She currently serves as the Treasurer of Grail Family Services, a San Jose nonprofit providing early education resources to help children and families thrive. A proud Bronco alumna, Elizabeth also serves on the Santa Clara University Alumni Board of Directors.

Lawrence Pizzella Photo

Lawrence Pizzella

Director, Investments

Lawrence is responsible for managing the investment portfolios and making investment strategy decisions for the ARIA group.

Mr. Pizzella has been in the financial industry for over 10 years with experience with investment management and client relations. He holds series a 65 securities license, an MBA with an emphasis in Finance from Santa Clara University’s Leavey School of Business and a B.S. in Corporate Financial Management from San Jose State’s Lucas College of Business.

Lucy Medina Photo

Lucy Medina

Client Services Associate, Wealth Management

Lucy oversees the client service and administrative support for our clients. A native San Josean, Lucy earned her Bachelor of Science in Finance from San Jose State University. 

Lucy lives in San Jose with her husband and two children. She loves to sew and has led sewing classes at her neighborhood library. When she is not sewing, you can find Lucy enjoying the beautiful trails and urban walks in the Bay Area.

Gayle Phillips Photo

Gayle Phillips

Client Manager, Corporate Retirement Client Manager, Individual Wealth Office Manager

Gayle Phillips has been supporting wealth management and retirement plans for over 7 years as Office Manager and Client Manager to ARIA’s Individual Wealth and Corporate Retirement teams. Her primary responsibilities include management of operations, internal-external client interface support, and general administrative tasks. She utilizes her years of experience as a Project Manager and Operations Associate gained during 10 years in biopharmaceutical research to optimize the teams’ productivity.

Gayle resides in North Alabama with her husband, son, hamster and a snail (because when you have a son you also have things like hamsters and snails).