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Abiel Acosta, CFP®

Acosta Wealth Management

300 E Esplanade Dr
Ste 1950
Oxnard, CA 93036
Phone: (805) 973-5908 x27
Fax: (805) 973-5918

Toll-free: (800) 500-6153 x27

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Household Income Minimum: $50,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.