Purse Strings Approved Professionals

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Michael Costa resized 300 x 400 72dpi
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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