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 be the last advisor our clients ever need by providing the peace of mind that comes with a holistic retirement plan that ensures your retirement income never runs out.
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.
Nancy Fromm Investment Adviser Representative
In 1986, I began my career in the financial and insurance industry. I focus on our clients’ distribution stage of their lives by creating a values-based retirement income plan. At this stage, it’s about preservation, income planning and knowing that you are not going to run out of income before you run out of life.
I have passed the Series 65 securities exam, and as a fiduciary I always hold your best interests at the forefront of the planning process. It is incredibly gratifying for me to assist our clients in achieving the financial future in retirement that they have dreamed about their entire lives.
