Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Michael R. Acosta, CFP®, ChFC®,RICP®, CSLP®

704-237-6559

Michael.Acosta@cplanning.com

Michael Acosta has over 9-years 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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.