Broker Check
Abiel Acosta, CFP®, CBEC®

Abiel Acosta, CFP®, CBEC®

President

Abiel Acosta was born and raised in Ventura, California to a family of hardworking restaurant owners. He understands and appreciates the long hours and personal sacrifices many business owners make to pursue their dreams. Likewise, he has seen when those owners reach financial independence and move on to fulfill their succession and legacy plan. 

 

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.

 

Abiel graduated from Dartmouth College in Hanover, New Hampshire in 2004 with a B.A. in Economics and minor in Religion and entered the financial planning industry shortly thereafter. Abiel earned the CERTIFIED FINANCIAL PLANNER™ 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 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 Lincoln Financial Advisors (LFA), a leading financial planning firm.

 

Abiel currently resides in Moorpark with his wife Cristina, step-daughter Faith, daughter Magdalena and their Pitbull Naya.