300 E. Esplanade Dr., Suite 1950
Oxnard, CA 93036
805.973.5909
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Welcome to Acosta Wealth Management

Acosta Wealth Management is a full-service financial planning firm, founded and managed by Abiel Acosta, CFP®. Our mission is to form long-lasting relationships that demonstrate our dedication. We pride ourselves on transparency and believe that it is our responsibility to help you make the most of your income, assets, and life. As your trusted financial advisor, we create a plan that is tailored to you in order to bring you a successful future.

Our Team

Abiel Acosta is a registered representative of Lincoln Financial Advisors Corp. He was born and raised in Ventura, California to a family of hardworking restaurant owners.

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Monica joined Acosta Wealth Management in January 2013. She is our Director of Client Services and primary point of contact for our clients. Monica plays an integral role in providing ongoing client service and helping to build long-term relationships.

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Cathy joined Lincoln Financial Advisors in 2005 as a Planner Assistant. In 2006, she stepped into the role of Office Facilitator. Cathy manages all levels of new business including investments, insurance, managed accounts, and retirement accounts.

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Amy joined Acosta Wealth Management in June, 2019. She assists Abiel and Monica in making sure our clients have a fantastic experience working with us. Amy received her Bachelor of Science degree in Business Administration from Oregon State University.

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Why work with Acosta Wealth Management?