Michael Acosta, CFP®, ChFC®, CSLP®, RICP®
Financial Professional
With over 10-years of experience in the finance industry, I have focused on helping others create better habits around managing their personal finances to increase the odds of achieving their personal goals.
My clients understand that their responsibility is to continue building their wealth and my responsibility is to help them protect it at all cost. I focus on educating others in the simplest form by having compassion for where they are today and provide options on how to achieve their goals personally, professionally, and financially in the most efficient manner.
By focusing on what we can control today we are able to build an individualized strategy that is not dependent on uncontrollable factors or assumptions, allowing our clients to live the life they love and desire.
The ultimate objective is to help my clients live their best life today while planning for a successful retirement in the future. With a passion for continued learning I specialize heavily not only in comprehensive and holistic planning, but also in both customized student loan repayment strategies that tests conventional thinking and retirement income distribution plans that provide retirees with peace of mind.
My wife Blair and I cherish spending time with family and friends and supporting our communities establishments. We are active members at Our Lady of Grace Catholic Church in Lancaster, SC where I am a 4th degree member of the Knights of Columbus.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.CA Insurance License #0M50974