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	<title>Acosta Wealth Management &#8211; Amigos805.com</title>
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		<title>Abiel Acosta earns sought-after plan advisor credential</title>
		<link>https://amigos805.com/abiel-acosta-earns-sought-after-plan-advisor-credential/</link>
		
		<dc:creator><![CDATA[Community Contributor]]></dc:creator>
		<pubDate>Wed, 18 Sep 2024 21:00:00 +0000</pubDate>
				<category><![CDATA[Business]]></category>
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		<category><![CDATA[Abiel Acosta]]></category>
		<category><![CDATA[Acosta Wealth Management]]></category>
		<guid isPermaLink="false">https://amigos805.com/?p=80521</guid>

					<description><![CDATA[OXNARD — Abiel Acosta, the founder and president of Acosta Wealth Management, recently received the prestigious Certified Plan Fiduciary Advisor® credential from the National Association of Plan Advisors (NAPA).<p class="more-link-p"><a class="more-link" href="https://amigos805.com/abiel-acosta-earns-sought-after-plan-advisor-credential/">Read more &#8594;</a></p>]]></description>
										<content:encoded><![CDATA[<div id="attachment_80522" style="width: 360px" class="wp-caption alignright"><a href="http://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel.jpg" target="_blank" rel="noopener"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-80522" class="wp-image-80522" src="http://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel.jpg" alt="" width="350" height="525" srcset="https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel.jpg 1067w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-200x300.jpg 200w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-683x1024.jpg 683w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-768x1152.jpg 768w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-1024x1536.jpg 1024w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-560x840.jpg 560w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-260x390.jpg 260w, https://amigos805.com/wp-content/uploads/2024/09/Acosta-Abiel-160x240.jpg 160w" sizes="(max-width: 350px) 100vw, 350px" /></a><p id="caption-attachment-80522" class="wp-caption-text">Courtesy photo.</p></div>
<p><b>OXNARD — </b>Abiel Acosta, the founder and president of Acosta Wealth Management, recently received the prestigious Certified Plan Fiduciary Advisor® credential from the National Association of Plan Advisors (NAPA).</p>
<p>The credential is among the most valuable and sought-after designations in the financial advisor industry. Developed by some of the nation’s leading advisors and retirement plan professionals, it demonstrates that a recipient has the required knowledge, expertise and commitment to act as a plan fiduciary themselves, and to help other plan fiduciaries manage their roles and responsibilities.</p>
<p>Obtaining the Certified Plan Fiduciary Advisor® credential requires thorough training and study in areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management. Recipients must also successfully complete the CPFA® Credential Exam.</p>
<p>Acosta has worked as a financial planner and advisor for more than two decades, earning the respect of his clients and colleagues. He founded Acosta Wealth Management in 2011, where he leads an independent financial planning team focused on helping clients pursue long-term financial success through a diligent and proactive financial planning process. The firm specializes in working with professionals and small business owners.</p>
<p>In addition to the new Certified Plan Fiduciary Advisor® credential, Acosta earned the CERTIFIED FINANCIAL PLANNER<img src="https://s.w.org/images/core/emoji/15.0.3/72x72/2122.png" alt="™" class="wp-smiley" style="height: 1em; max-height: 1em;" /> practitioner certification in 2009, a certification earned only after meeting rigorous education, examination, experience and ethics requirements. Additionally, he has earned his Certified Business Exit Consultant® designation, which requires over 50 hours of coursework, an exam and submission of a suitable exit plan with an actual business owner. He is an Investment Advisor Representative and Registered Representative of Osaic FA, Inc. He holds a B.A. in Economics from Dartmouth College.</p>
<p>Born and raised in Ventura to a family of hardworking restaurant owners, Abiel’s investment in the community extends beyond work with his clients. He is a board member of Ventura County Civic Alliance, an active member and past president of Business Network International, and a member of Provisors, the Ventura Chamber of Commerce and the Rotary Club of Ventura. He currently resides in Moorpark with his wife Cristina, stepdaughter Faith, daughter Magdalena and their Pitbull Naya.</p>
<p>Securities and investment advisory services offered through <b>Osaic FA, Inc.,</b> member FINRA/SIPC. <b>Osaic FA</b> is separately owned and other entities and/or marketing names, products or services referenced here are independent of <b>Osaic FA</b>. CRN-5819461-071923</p>
<p><i>&#8211;For more information about Acosta Wealth Management visit <a id="OWAfd57a7a7-bd22-ce06-906d-d634ea978320" class="x_x_x_x_x_x_OWAAutoLink" href="http://www.acostawealth.com/" target="_blank" rel="noopener" data-auth="NotApplicable">www.AcostaWealth.com</a> </i></p>
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		<title>Acosta Wealth Management announces  Candice Carrizales has earned a Certified Financial Planning professional certification</title>
		<link>https://amigos805.com/acosta-wealth-management-announces-candice-carrizales-has-earned-a-certified-financial-planning-professional-certification/</link>
		
		<dc:creator><![CDATA[Community Contributor]]></dc:creator>
		<pubDate>Fri, 15 Jul 2022 10:00:41 +0000</pubDate>
				<category><![CDATA[Business]]></category>
		<category><![CDATA[Cultural]]></category>
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		<category><![CDATA[Acosta Wealth Management]]></category>
		<category><![CDATA[Candice Carrizales]]></category>
		<guid isPermaLink="false">http://amigos805.com/?p=66363</guid>

					<description><![CDATA[Acosta Wealth Management in Oxnard is excited to announce Candice Carrizales has earned the CERTIFIED FINANCIAL PLANNER™ professional certification. Acosta Wealth now has two CFP® professionals on their team, including the firm’s president, Abiel Acosta, CFP®, CBEC®. ...

“As a Hispanic woman, I am excited to help individuals in our community expand their financial literacy, build a financial plan and ultimately grow their wealth.” said Carrizales.

Carrizales, an Oxnard native, joined Acosta Wealth Management in July 2020, after spending nearly eight years at GEICO. She received her Certificate in Financial Planning from Benedictine University and her Bachelor of Science degree in Finance from California State University-Northridge.<p class="more-link-p"><a class="more-link" href="https://amigos805.com/acosta-wealth-management-announces-candice-carrizales-has-earned-a-certified-financial-planning-professional-certification/">Read more &#8594;</a></p>]]></description>
										<content:encoded><![CDATA[<div id="attachment_66364" style="width: 360px" class="wp-caption alignright"><a href="http://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales.jpg" target="_blank" rel="noopener"><img decoding="async" aria-describedby="caption-attachment-66364" class="wp-image-66364" src="http://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales.jpg" alt="" width="350" height="525" srcset="https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales.jpg 1365w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-200x300.jpg 200w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-683x1024.jpg 683w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-768x1152.jpg 768w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-1024x1536.jpg 1024w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-560x840.jpg 560w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-260x390.jpg 260w, https://amigos805.com/wp-content/uploads/2022/07/Candice-Carrizales-160x240.jpg 160w" sizes="(max-width: 350px) 100vw, 350px" /></a><p id="caption-attachment-66364" class="wp-caption-text">Candice Carrizales. Courtesy photo.</p></div>
<p><strong>OXNARD</strong> — <a href="https://www.acostawealth.com" target="_blank" rel="noopener">Acosta Wealth Management</a> in Oxnard is excited to announce Candice Carrizales has earned the CERTIFIED FINANCIAL PLANNER<img src="https://s.w.org/images/core/emoji/15.0.3/72x72/2122.png" alt="™" class="wp-smiley" style="height: 1em; max-height: 1em;" /> professional certification. Acosta Wealth now has two CFP<sup>® </sup>professionals on their team, including the firm’s president, Abiel Acosta, CFP<sup>®</sup>, CBEC<sup>®</sup>.</p>
<p>Being a CFP<sup>®</sup> professional is highly sought after by prospective clients because they must abide by the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Additionally, CFP<sup>®</sup> professionals need to pass a comprehensive 6-hour exam that tests on financial planning processes and principles including education funding planning, tax planning, income and retirement planning, estate planning, and insurance.</p>
<p>Candice’s CFP<sup>®</sup> certification is also a step toward more inclusivity in the financial planning industry. As recently as June 2022, the CFP Board reports, only 23.4% of CFP<sup>®</sup> professionals are women and furthermore only 2.7% are Hispanic.</p>
<p>“As a Hispanic woman, I am excited to help individuals in our community expand their financial literacy, build a financial plan and ultimately grow their wealth.” said Carrizales.</p>
<p>Carrizales, an Oxnard native, joined Acosta Wealth Management in July 2020, after spending nearly eight years at GEICO. She received her Certificate in Financial Planning from Benedictine University and her Bachelor of Science degree in Finance from California State University-Northridge.</p>
<p>“We are excited to have Candice earn the CERTIFIED FINANCIAL PLANNER<img src="https://s.w.org/images/core/emoji/15.0.3/72x72/2122.png" alt="™" class="wp-smiley" style="height: 1em; max-height: 1em;" /> professional certification. Her energy, expertise and careful consideration of individual circumstances make clear how much she cares about every unique situation,” said Acosta Wealth Management’s Founder and President Abiel Acosta, CFP<sup>®</sup>, CBEC<sup>®</sup>.</p>
<p>Carrizales, her husband and two young children enjoy spending time exploring Ventura County and finding new places to get outdoors with their energetic toddlers.</p>
<p>Even those without formal training or education can call themselves a “financial planner,” so it is important to look for someone with the verifiable CFP<sup>® </sup>mark when making the decision of who to trust with your important assets.</p>
<p>Acosta Wealth Management is a full-service financial planning practice with the mission to create long-lasting relationships with their clients. Acosta Wealth takes a personal, transparent approach with clients and believes their responsibility is to help individuals make the most of their income and assets – as well as make the most of their lives.</p>
<p>Find out more about their services at <a href="http://www.acostawealth.com/" target="_blank" rel="noopener">www.acostawealth.com</a> or by calling 805-973-5909.</p>
<p>Candice Carrizales is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.  Acosta Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors.  CRN-4821303-062722</p>
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