With over 50 years of combined experience in the financial services arena, the team is well equipped to provide ideas and strategies to implement a plan to achieve your long term financial success.
6115 Park South Drive, Ste 200 , Charlotte, NC 864-593-2520 email@example.com
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Michael AcostaOur interest is to work with those individuals and small businesses that are looking for a process that does not follow the traditional "financial planning" model, which has proven to fail time and time again. With over 7 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 educate others through having compassion for where they are today and provide them with options on how to achieve their goals personally, professionally, and financially. 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.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 3rd degree member of the Knights of Columbus. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
FINRA/CRD: 6856204/ 263520/ 18585677
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management
- Estate planning
- Business related
- Retirement planning