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Financial Advice for
Firefighters & Police Officers

951-741-5429
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Creating a Financial Plan for

First Responders

We are fiduciaries to our clients and during the financial planning process, strive to build deep and meaningful relationships that last a lifetime.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We are fiduciaries to our clients and during the financial planning process, strive to build deep and meaningful relationships that last a lifetime.

Learn More

Learn about what we do and our approach to help you save fast.

Creating a Financial Plan for

Financial Freedom

We are fiduciaries to our clients and during the financial planning process, strive to build deep and meaningful relationships that last a lifetime.

Learn More

Inquire with us today and see how we can help you.

 

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About Us

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Who We Are

In addition to helping a diverse group of individuals and families, we are passionate about serving our first responders. With more than 10 years of providing financial advice to police and firefighters, we are grateful for their continual sacrifice and consider it an honor to serve them.

Our Services

We go beyond traditional portfolio management and focus on the advice that's provided. We strictly adhere to the fiduciary standard of care to provide advice in retirement planning, tax management, pension and DROP analysis, portfolio risk, life insurance and more.

Our Approach

We believe financial planning shouldn't be complicated, nor should it require a minimum net worth. We value your relationship tremendously and offer a highly collaborative approach. We love what we do! A little bit of robo, just the right amount of human.

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Mike Acevedo, CFP®

Mike Acevedo, CFP® is a passionate financial planner who has a deep appreciation for his community and those who protect it. His natural...

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

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Contact info

  •   5000 Birch St, West Tower, Suite 3000, Newport Beach, California 92660
  •   951-741-5429
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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.
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