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Briana D'Esposito

EViE Financial Advisor

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Briana D’Esposito is a financial advisor and wealth manager passionate about empowering individuals — especially women and diverse communities — to achieve financial independence through smart, values-driven financial planning.

Before joining EViE Financial, Briana founded Oleada Financial, an independent financial planning firm, after nearly four years leading a comprehensive planning practice at Northwestern Mutual. Her journey into finance began with a dynamic nine-year tenure in private equity, working alongside top executives and CEOs. It was in this fast-paced world that she found her true calling: redefining finance to be more inclusive, accessible, and impactful.

Growing up, Briana experienced financial challenges following her parents' divorce. Her father struggled with bills, while her mother, through hard work and determination, created stability for the family. This experience shaped Briana's dedication to empowering others through financial planning.

As she advanced in her career, Briana realized that many of the brilliant women and diverse individuals she worked with lacked the financial literacy they needed. It was this realization that led her to pursue financial planning as a way to positively impact others, just as her own advisors had done for her.


Now, at EViE Financial, Briana works hard to create a space for her clients that is filled with love, compassion, vulnerability, and honesty—qualities that are often lacking in the finance industry. She is deeply committed to guiding her clients toward financial independence while helping them embrace the journey with confidence and clarity.


A proud graduate of the University of Hawaii at Manoa with a BA in Sociology, Briana blends analytical expertise with a deep understanding of human behavior. She holds a Series 66 license, along with Life & Health credentials.


Splitting her time between Venice Beach, California, and Sayulita, Mexico, Briana embraces a vibrant, adventurous lifestyle. When she’s not working with clients, you can find her traveling the world, surfing, practicing yoga, or contributing to the Burning Man community. She’s also a PADI Open Water Diver and Certified Ocean Mermaid. A lover of music, dancing, and live events, she believes that life — like finance — is about balance.

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Contact

Office: 240-403-2677

Address

9701 Apollo Drive, Suite 443
Upper Marlboro, MD 20774

We at EViE Financial are committed to promoting fairness, kindness, and equality in everyt
We at EViE Financial are committed to promoting fairness, kindness, and equality in everything we do. We stand strong with our LGBTQIA+ community members and allies.

©2022 by EViE Financial Group.

This website is for informational purposes only and does not constitute investment advice nor a solicitation to buy or sell any security or engage in a particular investment strategy. EViE Financial Group provides advisory services through Rossby Financial LLC, a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained herein is provided by sources deemed to be reliable; however, accuracy and completeness cannot be guaranteed. All investing involves risk, including the possible loss of principal. Results are not guaranteed, as past performance does not indicate future results. Rossby Financial LLC and its affiliates do not provide tax or legal advice. 

Disclosures: https://www.rossbyfinancial.com/disclosure

 

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Rossby Financial LLC, a Registered Investment Advisor. EViE Financial Group, Rossby Financial, LLC, and Private Client Services are unaffiliated entities. EViE Financial, Rossby Financial and Private Client Services do not offer tax or legal advice. Please consult a professional regarding your specific situation.

Our advisors are securities registered in the following states: AZ, CT, DC, FL, GA, HI, ID, IN, MD, MI, NC, NY, PA, SC, VA, and WI
Our advisors offer advisory products in the following states: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WA

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