We are located on the 19th floor of the Morgan Stanley building in the Topa Financial Plaza, one of the most prestigious office complexes in the area. We are easily accessed via both north and south by exiting the 101 Freeway at Vineyard Ave.
By signing up, you agree to receive emails and promotional offers from Acosta Wealth Management.
Securities: Arizona, California, Colorado, Florida, Hawaii, Massachusetts, Nevada, New York, North Carolina, Oregon, Texas, Utah, Wyoming
**This internal award is 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.
Insurance: Arizona, California, Hawaii, North Carolina, Texas, Wyoming, Utah
Site Map
When filling out a form on our website, you should know we may use your personal information to contact you with newsletters, marketing or promotional materials.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
