Michael R. Acosta

About Michael R. Acosta

Michael R. Acosta | Purpose-Driven Financial Strategist & Extraordinary Wealth…

Experience

1. Certified Financial Plannertm

   Genesis Wealth Planning, Llc

   Oct 2022 — Present

   Every Financial Plan has a starting point. Whether you\'re working with a Financial Planner for the first time, or in the process of transitioning to a new planning relationship the foundation has to be set. At Genesis Wealth Planning we focus on helping client\'s identify what\'s most important to them personally, professionally, and financially. Once we\'ve identified their #goals we turn our efforts is establishing a plan that allows client\'s to live their best life today while planning for a successful financial future tomorrow! 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. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M50974. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

• Wingate University

  Bachelor of Science, Accounting and Economics

  2009 — 2013

Skills

• Microsoft Office
• Sales
• Vestmark
• Leadership
• Marketing
• Client Support
• Outlook
• Customer Service
• Management
• Powerpoint
• Microsoft Sql Server
• Employee Training
• Accounting
• Microsoft Excel
• Microsoft Powerpoint
• Teamwork
• Quickbooks
• Account Reconciliation
• Time Management
• Salesforce.com
• Data Analysis
• Auditing
• Retail
• Public Speaking
• Portfoliocenter
• Analysis
• Email Marketing
• Microsoft Word
• Social Media