Money Wise AZ Employee Directory

Financial ServicesArizona, United States2-10 Employees

Cristina 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 a 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 that 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.
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.  Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Money Wise Retirement Planning (MWRP). MWRP is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by MWRP are not subject to Investment Advisor Requirements.  1847111-7/23

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