Skip to main content
menu
  • Home
  • About
    • Meet Mike
    • Our Philosophy
    • Our Process
  • Our Services
    • Our Services
    • Retirement Planning
    • Asset Allocation
    • Charitable Giving
  • Resources
    • Useful Websites
    • Calculator Library
  • Blog
  • Contact
  • Client Login

Contact

Mike Acevedo Financial Planning

951-741-5429
mike@mikeacevedofp.com

5000 Birch St,
West Tower, Suite 3000,
Newport Beach CA 92660

Contact Us

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Mike Acevedo is an Investment Advisor Representative with Dynamic Wealth Advisors dba Mike Acevedo Financial Planning. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at adviserinfo.sec.gov/IAPD by searching under crd #151367.

Dynamic Wealth Advisors (Mike Acevedo, Financial Planning) provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors (Mike Acevedo, Financial Planning) is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© 2024 Mike Acevedo Financial Planning All rights reserved.