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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*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.