Connect with Ariella
Ariella D. Murphy
Paraplanner
Ariella (Ari) D. Murphy is the Paraplanner at Embrace Wealth Management in Chico, CA, where she works alongside advisor Kim N. Huber, CFP®, to prepare, build, and update the financial plans clients rely on for retirement, tax, and education-funding decisions.
A cum laude graduate of California State University, Chico, Ariella earned a Bachelor of Science in Business Administration with concentrations in Finance and Accounting. She is currently working toward CFP® certification and is passionate about helping individuals build confidence in their financial decisions.
Day-to-day, Ari gathers and organizes client financial data, drafts plan scenarios for advisor review, and keeps plans current as clients' lives change- the behind-the-scenes work that helps families walk into a meeting with clarity instead of question marks.
During college, she gained hands-on experience through Chico State's Financial Planning Club, Student-Managed Investment Fund, Venture Capital Club, and Accounting Society, developing skills in financial analysis and investment strategy. She also earned top-three placements in the Venture Capital Investment Competition and the Financial Planning Competition.
Outside of finance, you'll find her hiking, at the gym, or somewhere near the ocean.
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A paraplanner handles the preparation work behind a financial plan. Ariella gathers and organizes client financial data, builds out plan scenarios for advisor review, and updates existing plans as clients' circumstances change. She works under the supervision of advisor Kim Huber, CFP®, who reviews the analysis and delivers all recommendations to clients.
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Ariella (Ari) D. Murphy, Paraplanner, supports plan preparation and maintenance at Embrace Wealth Management. Her work covers retirement, tax, and education-funding planning for the firm's clients in Chico, California, and beyond.
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Ariella is a cum laude graduate of California State University, Chico, with a Bachelor of Science in Business Administration and concentrations in Finance and Accounting. She is currently working toward CFP® certification. During college she was active in the Financial Planning Club, Student-Managed Investment Fund, Venture Capital Club, and Accounting Society, and earned top-three placements in the Venture Capital Investment Competition and the Financial Planning Competition.
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Clients typically meet with Kim Huber, CFP®, for planning conversations and recommendations. Ariella supports that work behind the scenes and may assist with information gathering, document organization, and scheduling, so you may hear from her as your plan is prepared or updated.
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Embrace Wealth Management is located at 527 Flume Street, Suite 6, Chico, CA 95928. You can reach the office at 530-349-4738 or schedule a free intro call through the website.