Journey of selling burritos to running a financial advising firm with Abiel Acosta

Quirky Podcast

In this episode, I explore Abiel’s story from selling burritos to running a financial advising firm. He is living his dream of owning his own business that helps first generation business owners discover financial independence and create generational wealth while setting them on the path to financial literacy. Abiel tells us about the power of self-education, the role of mentors and how to go from a scarcity to abundance mindset. Enjoy this conversation with my friend, Abiel Acosta.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

CRN-7033926-091824

Timestamps:

00:00 Teaser and Introduction

09:46 Exploitative work culture; desired meaningful impact.

14:16 Discussing prom plans and humorous family anecdotes.

16:58 Continuous learning from others' experiences and wisdom.

23:44 Concerned at first, gained confidence engaging socially.

27:26 Needed Series 65 for fiduciary capability acceptance.

35:00 New firm offered better resources, collaborative environment.

37:17 Supporting retirees through financial uncertainty and strategy.

45:27 Wise, strategic partner ensures conflict-free collaboration.

52:33 Dedicated to helping foster children's education.

55:50 Jazz background made it fun and challenging.

01:03:11 Mamba Mentality applies fundamentals to business.

01:07:49 World Cup fanatic prioritizes games over everything.

01:11:50 Self-critical team members ease leader's upset.

01:14:38 Give more, receive abundance in return.

Don't miss out on this engaging discussion filled with wisdom, humor, and practical advice. Tune in to hear Abiel Acosta's inspiring story and learn valuable lessons on entrepreneurship, financial planning, and the importance of giving back.