Annie Acosta

How do I help our clients Live a Richer Life®?
As director of product marketing, I help clients live a richer life by listening to them to understand what matters most to them in their wealth alignment journey. I stay attuned to industry trends so I can craft clear messaging that resonates with well-aligned clients and explains how our offerings can help them achieve their dreams, passions, and purpose.

I also work closely with our team to ensure we’re all aligned in delivering a consistent message about what we offer to clients. My goal is for every interaction to reinforce how deeply we value our client relationships.

How do I align my time and money with my values and passions to Live a Richer Life®?
For me, living a richer life means immersing myself in experiences that foster growth and connection, whether it’s learning a new language, exploring different cultures, researching industry trends, or engaging with clients. I’m passionate about sharing knowledge through mentoring colleagues, volunteering with girls’ empowerment organizations, and community outreach. Family is at the core of my values, and I cherish quality time with my husband, our two daughters, and our two dogs. By aligning my time and resources with these passions, I aim to enrich both my life and the lives of those around me.