Abiel Acosta was born and raised in Ventura, California to a family of hard-working restaurant owners. He understands the long hours and personal sacrifice business owners make and can appreciate the internal drive for success and innate sense of risk that entrepreneurs have.
Abiel has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification, 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. He is also a Select Member of Sagemark Consultng Private Wealth Services (SPWS)*.
