Cristina Acosta, NSSA® Advisor · Scottsdale, AZ
Cristina Acosta
CERTIFIED FINANCIAL PLANNER® , Money Wise Retirement Planning
Professional Profile
Cristina Acosta is a seasoned CERTIFIED FINANCIAL PLANNER® with over 30 years in the financial industry, dedicated to serving pre-retirees and retirees, particularly federal employees. With her experience in retirement income distribution planning, social security strategies, tax strategies, and investment planning, Cristina is committed to helping her clients navigate the complexities of their financial futures.
As a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant (ChFC), Cristina brings a wealth of knowledge and a comprehensive planning approach. Her focus on personalized strategies ensures that each client's unique needs are met, allowing them to confidently transition into retirement.
As a holder of the NSSA® Social Security certification, Cristina Acosta brings specialized knowledge of Social Security planning to every client relationship.
Being an Arizona native, Cristina understands the local landscape and the specific challenges her clients face. She takes pride in running a female-owned firm, emphasizing a warm, trustworthy environment where clients feel valued and understood. You can expect guidance tailored to your financial goals.
Disclosure
Advisory services offered through AE Wealth Management, LLC, a separate entity. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency. 4240756 - 7/26"
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