Michael Acosta

CFP®
Financial Advisor
Connect with Michael Acosta
michael.acosta@cplanning.com

Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210

Michael is a first-generation Colombian-American that was born and raised in Greenville, SC.  He was blessed with the opportunity to attend Wingate University in North Carolina on a four-year athletic scholarship for Lacrosse.  While attending Wingate Michael received his Bachelor of Science in Accounting with a minor in Economics.  The day after graduating from Wingate in 2013 he left Greenville and moved to Charlotte, NC.  He spent his first 4 years out of college working in the Investment industry for a wealth management platform before transitioning into a role as a Financial Advisor.

Michael is passionate about helping others establish strong roots so that their legacy can withstand the tests of time for generations to come.  Through education and awareness he inspires families and businesses owners to plant the “seeds” today so that they can experience financial independence in the future!

Along with his wife, Blair, Michael enjoys raising their first child Emery and their pup Roxie.  In his spare time, Michael enjoys spending time at the local parks running/walking/playing with his family, visiting their favorite breweries, competing in various road races or lacrosse games, and finding new hole-in-the-wall restaurants to try.  Michael is also an active member of the Knights of Columbus and is a parishioner of St. Gabriel Catholic Church.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). 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. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0M50974.