Meet Your Money Wise Retirement Planning Team
Our team is here to help you live your best life.
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 team accomplishes that mission through our core principles and beliefs:
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 respected 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 its use, and is used by permission.
Elizabeth Zarate Investment Adviser Representative
I was born and raised in Phoenix, Arizona, and graduated from the University of Phoenix with a bachelor’s degree in business administration. I worked over 20 years in the credit union industry with most of my career being spent in finance. What I found most satisfying while working in consumer lending was the gratification of helping others achieve their financial goals. My many years of customer service experience led me to Money Wise Retirement Planning as the new account specialist which then allowed me to obtain my series 65 license as an investment adviser representative. I enjoy meeting and working with our clients to help them plan for their financial future.
In my time away from the office, I enjoy traveling, spending time with my family, reading, cooking, and watching my daughter play club volleyball.
