Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs Email and Phone Number
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs work email
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Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs personal email
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs phone numbers
As the Co-Founder and Managing Partner of Atlantic Planning Group, I’m privileged to be a part of an innovative advisory firm that has been serving businesses and families since 1995. With more than 25 years in the financial services industry, I specialize in comprehensive financial planning with an emphasis on retirement planning, estate planning and asset management. I enjoy working with people who have strong family values, respect long-term relationships, and are charitably inclined, and my goal is to help my clients navigate through the complexities of their own success.I am a member of the Financial Planning Association, the National Association of Estate Planners & Councils, the National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council.Prior to entering the financial services industry in 1989, I received a Bachelor of Science from Babson College with a focus on Business Administration, Economics, Investments, and Finance. In 2001, I also received a Master of Science from The American College with a focus on Financial Services, Business and Estate Planning. MY DESIGNATIONSCertified Financial Planner (CFP®)Chartered Life Underwriter (CLU®)Chartered Financial Consultant (ChFC®)Chartered Advisor in Philanthropy (CAP®)Master of Science in Financial Services (MSFS)Retirement Income Certified Professional (RICP®)To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn or visit my website at AtlanticPlanning.com.
Atlantic Planning Group, Llc
View- Website:
- atlanticplanning.com
- Employees:
- 16
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Atlantic Planning Group, LlcWaltham, Ma
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Member Of The Advisory BoardEagle Strategies, Llc Jan 2014 - PresentNew York, Ny, UsThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.----------I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, CA-OH35472,CT,MA,MI,NC,NH,NJ,NY,PA,RI,SC,TN,VA,VT,WV. No insurance business may be conducted outside the states referenced. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of CA,CT,FL,MA,ME,NC,NH,NJ,NY,PA,RI,SC,TN,VA,VT,WA. As such, these services are strictly intended for individuals residing in the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA,CT,FL,MA,ME,NC,NH,NJ,NY,PA,RI,SC,TN,VA,VT,WA No offers may be made or accepted from any resident outside the specific state(s) referenced. [201 Jones Road, Waltham, MA 02451 781-647-4100] Neither Atlantic Planning Group nor New York Life Insurance Company,provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Atlantic Planning Group is not owned or operated by New York Life Insurance Company or its affiliates. Atlantic Planning Group, LLC is a separately registered as an investment adviser offering financial planning services in Massachusetts. -
Co-Founder And Managing PartnerAtlantic Planning Group, Llc Jan 1995 - PresentWaltham, Ma, UsAtlantic Planning Group is a registered investment advisory firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial plans with a high level of competency and integrity for our clients. Our MissionTo build long-term relationships by continually adding value and deliberately exceeding expectations.Our Objectives- To clarify your goals so you can make confident decisions- To customize your plan with tailored solutions – always managed, always monitored- To develop a long-term relationship to grow trust, loyalty and value Our Commitment- To help you organize and simplify your complex lives.- To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape.- To get you to see the next phase in your life as your wealth and business grow.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs Skills
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs Education Details
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Babson CollegeFinance -
The American College Of Financial ServicesBusiness And Estate Planning
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Western Reserve Academy
Frequently Asked Questions about Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs
What company does Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs work for?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs works for Atlantic Planning Group, Llc
What is Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's role at the current company?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's current role is Co-Founder of Atlantic Planning Group, Specializing in Retirement Planning, Estate Planning and Asset Management.
What is Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's email address?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's email address is cb****@****ies.com
What is Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's direct phone number?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's direct phone number is +150842*****
What schools did Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs attend?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs attended Babson College, The American College Of Financial Services, Western Reserve Academy.
What are some of Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's interests?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, The Arts, Golf, Home Decoration.
What skills is Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs known for?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs has skills like Retirement Planning, Estate Planning, Investments, Insurance, Retirement, Strategic Planning, Wealth Management Services, Sales, Risk Management, Asset Protection, Business Exit Strategy, Business Succession Planning.
Who are Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's colleagues?
Christopher Battersby, Cfp®, Clu®, Ricp®, Cap®, Msfs's colleagues are Nathan Mckearney, Cfa, Duke (Leon) Martin, Clu, Cfp®, Rory Mcnabb, Patrick Battersby, Brandy Pereira, Christopher Eppich, Cltc®, Jason C. Vanderstreet.
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