Specialties
About Me
Michael Acosta has over a decade of experience in the financial services industry and focuses on helping others create better habits around managing their personal finances to increase the odds of achieving their personal goals.
Michael is a first generation Colombian-American born in the United States. He attended Wingate University which is a small Division II school outside of Charlotte, NC where we was a four-year varsity Men's Lacrosse Player and received his Bachelor of Science in Accounting with a minor in Economics. Michael has been the proverbial student when it comes to financial planning with his most notable designations being his CERTIFIED FINANCIAL PLANNER™ (CFP®), his Certified Student Loan Professional (CSLP®), and Retirement Income Certified Professional (RICP®). His passion truly stems in the opportunity to seek out for his clients in helping them put the pieces of their personal finances together in a clear and concise manner. Michael’s clients understand that their responsibility is to continue building their wealth and his responsibility is to help them protect it at all cost. He focuses on educating 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 their best life today while planning for a successful retirement in the future! Michael and his wife Blair 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 Michael is also a 4th degree member of the Knights of Columbus.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC, RICP, CSLP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M50974. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.