300 E. Esplanade Dr., Suite 1950
Oxnard, CA 93036
The LFA Planner of the Year award is an internal award given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
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What are your goals?

  • Start a second career

  • Travel, travel, travel

  • Spend time with my grandchildren

  • Give back to the community and work with my favorite charity

  • Finally have enough time to spend doing my favoritie hobby

Do you have a strategy to get there?

Experience You Can Trust

Why work with Acosta Wealth Management?

Acosta Wealth Management turns a client experience into a lifelong partnership. As your trusted advisor, we will oversee that your strategies and goals are efficiently obtained.

We are committed to building your understanding and trust through active communication. At Acosta Wealth, your voice will be heard!

At Acosta Wealth, we work on a cross disciplinary basis not just on a legal, accounting, insurance or investment perspective, but across the board. Our process allows us to identify coordination gaps and missed financial opportunities within your current strategy.

Schedule a complimentary consultation today at 1-805-973-5909

Topics of Interest

As a Business Owner, you have spent your time working hard to grow your business and make it a success. We find that while many successful Business Owners are entreprenuerial and natural risk takers, they seldom enjoy taking risks when it comes to their personal financial planning.

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