Money Wise Retirement Planning

Money Wise Retirement Planning Investment Advisor Representatives. Disclosure: https://moneywiseaz.com/ Transition from Work to Retirement with Confidence!

Cristina Acosta, CFP®, ChFC®
Founder, Investment Adviser Representative
Cristina is the owner of Money Wise Retirement Planning. She has over 25 years of experience in the financial services industry as an Investment Adviser Representative and insurance professional and has attained the ChFC® and CERTIFIED FINANCIAL PLANNER™ designations – the CFP® is one of the most widely recognized and respecte

d designations among financial professionals. CFP® professionals commit to the CFP Board's ethical standards that require them to put their clients' interests first. Born and raised in the Tempe area, Cristina graduated from Arizona State University with a Bachelor of Science in business. Her interest in finance has blossomed into a career of over 25 years. When she is away from the office, she spends time with her husband and two wonderful boys. They are outdoor enthusiasts and love exploring their beautiful state and volunteering in their community. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The ChFC® mark is the property of The American College, which reserves sole rights to it's use, and is used by permission. About Our Firm
Money Wise Retirement Planning is a full-service fee-based financial planning firm that is experienced with income planning for individuals who are nearing or in retirement. Understanding the vast difference between investing and planning, Money Wise takes a holistic approach to income planning. We believe when it comes to planning it’s important to start with the end in mind and education is key. At Money Wise Retirement Planning, our mission is to help provide trusted guidance and planning advice so our clients can work toward their desired retirement dreams. Our comprehensive planning process will address the many areas of your financial life including evaluating your spending habits, comprehensive risk analysis, income planning, investment planning, social security planning, and legacy planning. The end goal for your detailed income plan is simple - Helping Preserve Your Financial Independence! Insurance products are offered through the insurance business Money Wise Retirement Planning. Money Wise Retirement Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Money Wise Retirement Planning are not subject to Investment Advisor requirements. Money Wise Retirement Planning is not affiliated with the U.S. government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. 3061695 - 1/26

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Join us for a complimentary virtual event....
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Join us for a complimentary virtual event....

Don't miss this complimentary session on February 20, 2026 at 8:00 am! RSVP here!

Address

14301 N 87th Street Ste 315
Scottsdale, AZ
85260

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

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