Purse Strings Approved Professionals

{"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":3,"ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""}
Michael Costa resized 300 x 400 72dpi
Financial Planner
View Profile

Michael R. Acosta, CFP®, ChFC®, CSLP®

CERTIFIED FINANCIAL PLANNER ™, Genesis Wealth Planning, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Disability insurance, Employee 401K Programs, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because they have some of the most difficult life long milestones and risks that should be addressed but are often Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
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 Read more...
SPECIALTIES.
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
6115 Park S Dr ste 200
Charlotte
North Carolina
28210
United States
SERVING:
All 50 States
Virtual Appointments Available
a6ee413d 77b0 4d7a 8f43 33d9ad2f5304
Financial Planner
View Profile

Andrew Rose

Financial Advisor, Capitol Financial Solutions
OVERVIEW OF SERVICES
401K Planning, Asset Management, College Admission and Financial Aid, Divorce Mortgage Planning, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Post-Divorce Matters, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
The strongest woman I have ever known is my mother.  I was at a young age when I realized the sacrifices she made, and challenges Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
8816 Six Forks Rd Suite 107
Raleigh
North Carolina
27615
United States
SERVING:
All 50 States
Virtual Appointments Available