Michael Acosta

About Michael

Michael R. Acosta | Purpose-Driven Financial Advisor assisting others toward becoming Extraordinary Wealth Builders (#EWB)

With over a decade of experience in the financial services industry, Michael R. Acosta is dedicated to humanizing financial planning by helping individuals, families, and business owners develop better money habits that increase their odds of achieving financial success. As a first-generation Colombian-American, Michael understands the importance of building and protecting wealth with purpose, ensuring his clients create a financial legacy that lasts.

Michael earned his Bachelor of Science in Accounting with a minor in Economics from Wingate University, where he was a four-year varsity Men’s Lacrosse player. His dedication to excellence extends beyond the field, as he has been a lifelong student of financial planning. He holds prestigious designations, including:

✅ CERTIFIED FINANCIAL PLANNER™ (CFP®)
✅ Certified Student Loan Professional (CSLP®)
✅ Retirement Income Certified Professional (RICP®)
✅ Certified Exit Planning Advisor (CEPA®)
✅ Chartered Financial Consultant (ChFC®)

Michael’s approach to wealth management is built on clarity, confidence, and control. He believes that financial fortitude isn’t about chasing market trends or relying on guesswork—it’s about crafting a personalized, purpose-driven strategy that allows his clients to live their best life today while protecting their future. His role isn’t just about managing money—it’s about providing the guidance, education, and protection his clients need to navigate their financial journey with the utmost confidence.

Michael and his wife, Blair, cherish spending time with family and friends while supporting their local community. They are active members of Our Lady of Grace Catholic Church in Lancaster, SC, where Michael is also a 4th Degree Knight of Columbus.

If you’re ready to take a humanized approach to financial planning and build extraordinary wealth with purpose, Michael is here to help.

/COMPLIANCE: 6903577.2 EXP. 02/28

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Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210. 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. Park Avenue Securities is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. and Genesis Wealth Planning, LLC, are not an affiliate or subsidiary of PAS or Guardian. CA insurance license # 0M50974. Guardian and PAS do not offer student loans to finance education nor do they offer legal or tax advice. 6903577.2 EXP. 02/28