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.
David Almeida has been a Private Wealth Advisor with Lincoln Financial Advisors since 2000. Dave has built his practice using a one-on-one approach. He takes the time to learn what is important to his clients and how best to help them accumulate, protect, and ultimately distribute their assets.
Clarice Couey has been with Lincoln Financial Advisors since 2004. Clarice has a unique ability to take complex problems, analyze the issues, and communicate the most effective steps to reach a successful conclusion.
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Securities: Arizona, California, Colorado, Florida, Idaho, Massachusetts, Maryland, Michigan, Missouri, North Carolina, Nevada, New York, Oregon, Texas, Utah, Virginia, Washington
California Insurance License #0C99307
California Insurance License #0E60415
California Insurance License #0E63078
California Insurance License #0K03452
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.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.