Money Wise Retirement Planning

Company:	Money Wise Retirement Planning
Contact:	Cristina Acosta
Address:	14301 North 87th Street, Suite 315
City:	Scottsdale
State:	AZ
Zip:	85260
Phone:	480-556-6600
Fax:	480-556-6608
Email:	info@moneywiseaz.com
Website:	https://moneywiseaz.com

About My Practice

My firm works with individuals in the metropolitan Phoenix area who are nearing or in retirement. We will incorporate your federal benefits into a holistic retirement plan that will address your income and investment needs as well as tax, health care and estate planning.

Cristina is the owner of Money Wise Retirement Planning. She has achieved the Chartered Financial Consultant® (ChFC®) and CERTIFIED FINANCIAL PLANNER™ professional designations.

CFP® professionals commit to the CFP Board’s ethical standards. The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/mwl

Offering Advice Since

1994

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Certifications: CFP® ChFC®
Insurance Licenses: Life
Security Licenses: Series 65
Education: BS Business

:Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Financial Advisor

My Broker / Dealer Affiliation

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise Retirement Planning are not affiliated companies.

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