Michael R. Acosta, CFP®, ChFC®,RICP®, CSLP®, CEPA
Financial Professional
Michael R. Acosta is a first-generation Colombian-American financial advisor based in Charlotte, NC. He holds a B.S. in Accounting with a minor in Economics from Wingate University, where he was a four-year varsity lacrosse player.
Michael is the founder of Genesis Wealth Planning, a relationship management group within the Dumas Team at Consolidated Planning, Inc. Since 2013, he’s helped individuals, families, and business owners take control of their financial lives through subscription-based planning that eliminates traditional asset minimums. His services span investment management, business exit planning, student loan strategies, and customized financial guidance.
He offers both traditional investment strategies and the option for values-based investing aligned with Catholic principles—tailored to clients who seek to integrate their faith into their financial decisions. Whether faith-based or not, all planning is customized to reflect each client’s goals and personal values.
From helping early-career professionals navigate student loans to building tax-efficient income plans for retirees, Michael’s holistic approach supports clients across every life stage. He believes we are made for greatness—not mediocrity—and empowers others to steward their God-given talents and resources.
Michael and his wife, Blair, enjoy spending time with family and supporting their local community. They are active members of Our Lady of Grace Catholic Church in Lancaster, SC, where Michael is a 4th Degree Knight of Columbus.