Meet Mei Acosta
Creator of Your Wealth Pivot and a licensed financial professional.
I know what it means when the plan changes.
I know what it feels like when the plan changes before you expected it to. My own career has taken me through education, aviation, real estate, coaching, and financial services. Each pivot showed me how much it matters to have clear information and the right people around you.
For me, moving forward starts with understanding. Ask the right questions. Learn what you need to know. Then act with intention.
That is the heart of Your Wealth Pivot. When your career changes, your finances deserve a closer look before you make a major decision. Our team helps you see what you have, what needs attention now and what can wait.
Each pivot taught me something
- Education
- Aviation
- Real estate
- Coaching
- Financial services
Every change brought new questions. That is why our conversations start with yours.
HOW YOUR WEALTH PIVOT BEGAN
The questions were different. The need was the same.
Before creating Your Wealth Pivot, I originally launched an initiative called “Teacher Retirement Peace” to help public school employees better understand their retirement benefits and the financial decisions surrounding them.
As that work grew, I began hearing from more and more people outside of the public school system who were navigating layoffs, career changes, former employer retirement accounts, and other major financial transitions.
The questions were different, but the need was the same: people wanted clarity before making decisions that could affect the next chapter of their lives.
That became the inspiration for Your Wealth Pivot, a resource designed to help people navigate financial uncertainty with greater clarity, confidence, and access to the right professionals when needed.
Perspective you can act on.
Many of the people we speak with are accomplished and financially savvy. They don't need a lecture. They need clear perspective on a consequential decision. We want everyone to leave our conversations with greater clarity and confidence, whether or not they become clients.
Understand what changed.
Examine your options.
Decide with confidence.
Professional background
Mei Acosta is the creator of Your Wealth Pivot and a licensed financial professional. Backed by a team of licensed financial professionals, she helps people understand retirement account options, liquidity and income questions, and protection needs as work and life change.
With a background spanning education, aviation, real estate, and coaching, Mei brings a practical understanding of career transitions. Her approach centers on education and support.
Our team
Mei is supported by a team of licensed financial professionals. Your review may be with Mei or a member of our team, with the appropriate professional involved based on your needs.
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[TEAM MEMBER NAME]
Licensed financial professional
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[PHOTO: team member headshot]
[TEAM MEMBER NAME]
Licensed financial professional
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[PHOTO: team member headshot]
[TEAM MEMBER NAME]
Licensed financial professional
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Our goal is not to be everything to everyone. Through our professional network, we can help connect you with CPAs and tax professionals, bookkeepers, estate planning attorneys, real estate professionals, health insurance professionals, and career or business resources when your situation calls for it. Explore our Resource Network
Each team member's credentials are their own.
A little more about me
When I'm not working, you'll usually find me traveling with my husband, Felipe, trying new recipes in the kitchen, or learning a new piece of technology. I'm always reading something about personal development, and I'm fluent in Spanish.
Start with a private conversation.
Tell us what has changed. Our team will help you understand your options and what deserves your attention now.
Private Zoom conversation. No cost. No obligation.