Michael Acosta, CSLP
Michael Acosta
Designation: CFP®, CSLP®
Languages: English
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 . Our 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.

Business Information

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.

Business name: Consolidated Planning, Inc.
Email: michael.acosta@cplanning.com
Business phone: +18645932520
Focus areas: Insurance, Student Loans, Investments, Retirement Planning, Cash Flow Planning, Comprehensive Financial Planning
License: 6856204/ 263520/ 18585677
Other License: Unavailable

Disclaimer

Unavailable

Address

6115 Park South Drive, Ste 200
City: Charlotte
State: NC
Zipcode: 28210

Links

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