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.
After high school, Abiel left Ventura for Hanover, New Hampshire, where he graduated with a B.A. in Economics and minor in Religion from Dartmouth College. During his college years he worked at the local radio station and library, interned at both Wells Fargo and Universal Records, and studied abroad in Edinburgh, Scotland. Although job opportunities in the finance world were plentiful after graduation, Abiel decided to come back to his roots in Ventura and apply his degree in economics and passion in business to the community he loves.
Abiel’s investment in the community extends beyond his work with his clients. He is a board member and serves as Treasurer for El Centrito Family Learning Centers, based in Oxnard, CA; he is an active member and past president of Business Network International and a member of Provisors. He devotes time each year to interview local high school students looking to attend his alma mater, Dartmouth College, and he has previously volunteered with Young Professionals Network, Boys and Girls Club of Oxnard and Port Hueneme, and Young Leaders Society of United Way Ventura County.
Abiel is a CERTIFIED FINANCIAL PLANNER™ practitioner, a certification earned only after meeting rigorous education, examination, experience and ethics requirements. 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 Private Wealth Services* (SPWS). SPWS is a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
*An internal Lincoln Financial Advisors organization of top planners.