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Advisor Detail

Michael Acosta CSLP

Michael R Acosta

Designation: CFP®,ChFC,CSLP®,Other,RICP
Languages: English
Fee-based financial planning for high-income professionals and business owners—integrating tax strategy, investing, and exit planning.
Contact

Contact Information

6115 Park South Drive, Ste 200
Email:
michael.acosta@cplanning.com
Business Phone:
(704) 237-6559
City: Charlotte
State: NC
Zipcode: 29720

Social Information

Business Name:
Genesis Wealth Planning

Business Information

Our mission is simple: to truly understand what you need, what you want, and where you hope to go. We take the time to get to know your long‑term goals so we can help you build, implement, and continually refine a strategy that fits your life — not a template.

We know the financial pressures people face today. Managing debt, saving for college, planning for retirement — it can feel like a lot to juggle. That’s why we’re committed to using every resource we have to help you move forward with clarity and confidence.

We’re not afraid to think creatively or challenge the usual way of doing things. When it comes to investing and preserving wealth, we look for solutions that make sense for you. Every bit of our energy and effort goes into delivering an experience that leaves you feeling supported, understood, and genuinely cared for.

Disclaimer:
Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210. Securities products are offered through PAS, member FINRA, and SIPC. Financial Representative of The Guardian Life Insurance Company of America®(Guardian), New York, NY. Park Avenue Securities is a wholly-owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA # 0M50974.
Focus Areas:
Financial Planning, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 2:
CSLP
License 1:
263520
License 2:
CFP: 263520
Fees:
Assets Under Management, Flat Fee, Monthly Retainer
CSLP Issue:
June 15, 2020
CSLP Exp:
June 15, 2027
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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

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