Money Wise AZ
www.moneywiseaz.comCristina Acosta is the owner of Money Wise Retirement Planning. She has over 25 years of experience in the financial services industry as an Investment Adviser Representative and insurance professional and has attained the ChFC® and CERTIFIED FINANCIAL PLANNER™ designations – the CFP® is one of the most widely recognized and respected designations among financial professionals. CFP® professionals commit to the CFP Board's ethical standards that require them to put their clients interests first. Cristina is also well versed in assisting Federal Employees with their unique retirement planning needs. A full service firm, Money Wise Retirement Planning has access to the entire universe of financial vehicles. We can help advise you with 401K rollovers, Legacy planning and much more. We are committed to developing a comprehensive and detailed plan which will address important issues such as longevity risk and market risk. We are unique in our planning because we also incorporate Social Security claiming strategies into the overall plan. We thank you in advance for allowing us to be a partner in your financial plan! All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Money Wise is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.
Read moreCristina Acosta is the owner of Money Wise Retirement Planning. She has over 25 years of experience in the financial services industry as an Investment Adviser Representative and insurance professional and has attained the ChFC® and CERTIFIED FINANCIAL PLANNER™ designations – the CFP® is one of the most widely recognized and respected designations among financial professionals. CFP® professionals commit to the CFP Board's ethical standards that require them to put their clients interests first. Cristina is also well versed in assisting Federal Employees with their unique retirement planning needs. A full service firm, Money Wise Retirement Planning has access to the entire universe of financial vehicles. We can help advise you with 401K rollovers, Legacy planning and much more. We are committed to developing a comprehensive and detailed plan which will address important issues such as longevity risk and market risk. We are unique in our planning because we also incorporate Social Security claiming strategies into the overall plan. We thank you in advance for allowing us to be a partner in your financial plan! All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Money Wise is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.
Read moreCountry
State
Arizona
City (Headquarters)
Scottsdale
Employees
1-10
Founded
2009
Estimated Revenue
$1 to $1,000,000
Social
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Marketing Director
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