Michael R. Acosta
CFP®, ChFC®, RICP®, CSLP®
Member, NextGen Advisory Task Force
Michael is a first generation Colombian-American born and raised in Greenville, South Carolina. After high school he attended Wingate University outside of Charlotte, North Carolina where he competed as a four year varsity Division II Men's Lacrosse player and received a Bachelor of Science in Accounting with a minor in Economics.
Post graduation, Michael relocated to the Queen City where he started his professional career. He has been working in the financial services sector since 2013 and obtained his Certified Financial Planner® (CFP®) designation in 2018. Since then Michael has acquired other specialty designations that have allowed him to propel himself further along in his career.
Michael is partnered with Consolidated Planning, Inc. and has established his own DBA, Genesis Wealth Planning, where he specializes in providing subscription-based financial planning services to accumulators, retirees, and business owners.
As a sub-specialty, Michael focuses on and has a passion for student loan planning where he provides unconventional strategies for borrowers to live their best life today while planning for a successful financial future, all while addressing student loans.
His clients understand that their responsibility is to continue building their wealth and his responsibility is to help them protect it at all cost. He educates others through having compassion for where they are today and provides them with options on how to achieve their goals personally, professionally, and financially.
By focusing on what clients can control today, Michael is able to help them build individualized strategies that are not dependent on uncontrollable factors or assumptions, allowing clients to live how they desire on their terms.
Michael and his wife Blair cherish spending time with family and friends and supporting their communities establishments. They are active members at Our Lady of Grace Catholic Church in Lancaster, South Carolina where he is a fourth degree member of the Knights of Columbus. Michael is also an active member in his local Financial Planning Association (FPA) Chapter in Charlotte, North Carolina.
Financial Planning
Investments
Retirement Planning
Michael is a first generation Colombian-American born and raised in Greenville, South Carolina. After high school he attended Wingate University outside of Charlotte, North Carolina where he competed as a four year varsity Division II Men's Lacrosse player and received a Bachelor of Science in Accounting with a minor in Economics.
Post graduation, Michael relocated to the Queen City where he started his professional career. He has been working in the financial services sector since 2013 and obtained his Certified Financial Planner® (CFP®) designation in 2018. Since then Michael has acquired other specialty designations that have allowed him to propel himself further along in his career.
Michael is partnered with Consolidated Planning, Inc. and has established his own DBA, Genesis Wealth Planning, where he specializes in providing subscription-based financial planning services to accumulators, retirees, and business owners.
As a sub-specialty, Michael focuses on and has a passion for student loan planning where he provides unconventional strategies for borrowers to live their best life today while planning for a successful financial future, all while addressing student loans.
His clients understand that their responsibility is to continue building their wealth and his responsibility is to help them protect it at all cost. He educates others through having compassion for where they are today and provides them with options on how to achieve their goals personally, professionally, and financially.
By focusing on what clients can control today, Michael is able to help them build individualized strategies that are not dependent on uncontrollable factors or assumptions, allowing clients to live how they desire on their terms.
Michael and his wife Blair cherish spending time with family and friends and supporting their communities establishments. They are active members at Our Lady of Grace Catholic Church in Lancaster, South Carolina where he is a fourth degree member of the Knights of Columbus. Michael is also an active member in his local Financial Planning Association (FPA) Chapter in Charlotte, North Carolina.
Financial Planning
Investments
Retirement Planning
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