Founder And Chief Investment Officer
Current
Apr 2019 - Present
AeroLeads people directory · profile
Claudia M.P. Batlle, Cfp® Email & Phone Number
Founder and Chief Investment Officer at Seaview Investment Managers
at
Seaview Investment Managers
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Chief Investment Officer at Seaview Investment Managers
Location
United States, United States, United States
Who is Claudia M.P. Batlle, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Claudia M.P. Batlle, Cfp® is listed as Founder and Chief Investment Officer at Seaview Investment Managers at Seaview Investment Managers, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Claudia M.P. Batlle, Cfp®.
Claudia M.P. Batlle, Cfp® previously worked as Founder and Chief Investment Officer at Seaview Investment Managers and Head Of Asset Management at Vectorglobal Wmg. Claudia M.P. Batlle, Cfp® holds Executive Education from The Wharton School.
Company email context
Email format at Seaview Investment Managers
This section adds company-level context without repeating Claudia M.P. Batlle, Cfp®'s masked contact details.
Seaview Investment Managers
Review company-level records connected to Claudia M.P. Batlle, Cfp® before choosing the right outreach path.
Profile bio
About Claudia M.P. Batlle, Cfp®
Founder & Chief Investment Officer at Seaview Investment Managers | Founder, FPMIMiami, Florida🔹 About MeI am a seasoned Chief Investment Officer with over 20 years of experience in the financial industry. As the founder of Seaview Investment Managers and FPMI (Financial Planning and Management International), I specialize in advising high net worth individuals and institutions across Latin America.🔹 Career HighlightsSuccessfully grew assets under management from $5 million to over $1.5 billion during my tenure at Seaview Investment Managers.Led strategic investment initiatives with a global reach, emphasizing client-centric approaches and financial education.🔹 Philanthropy & Community EngagementFounding Director, Fundación Manos del Sur: A nonprofit organization dedicated to improving children's education, health, and nutrition in Latin America.Board Member, Legatus - Miami Chapter: Contributing to the Catholic organization's mission of integrating moral values into business leadership.🔹 Core ValuesI am passionate about empowering clients through financial education and believe deeply in aligning moral values with every aspect of life, including investments.
Current workplace
Claudia M.P. Batlle, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 27 years
Claudia M.P. Batlle, Cfp® work experience
A career timeline built from the work history available for this profile.
Head Of Asset Management
Current
Jan 2011 - Present
Founder
CurrentFPMI (Financial Planning and Management International) is a mission-driven and value-oriented business that provides personal finance consulting and educational workshops to people in all stages of their lives, to guide them to establish, grow and sustain wealth. Money affects almost every aspect of our daily lives and is an important factor in leading.
Jan 2018 - Present
Founding Director
Current
1999 - Present
~27 yrs 5 mos
Board Member - Miami Chapter
Current
Jan 2020 - Present
4 education records
Claudia M.P. Batlle, Cfp® education
Executive Education
Finance, General
Bond Analysis And Portfolio Management
Bachelor'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Claudia M.P. Batlle, Cfp®
Quick answers generated from the profile data available on this page.
What company does Claudia M.P. Batlle, Cfp® work for?
Claudia M.P. Batlle, Cfp® works for Seaview Investment Managers.
What is Claudia M.P. Batlle, Cfp®'s role at Seaview Investment Managers?
Claudia M.P. Batlle, Cfp® is listed as Founder and Chief Investment Officer at Seaview Investment Managers at Seaview Investment Managers.
Where is Claudia M.P. Batlle, Cfp® based?
Claudia M.P. Batlle, Cfp® is based in United States, United States, United States while working with Seaview Investment Managers.
What companies has Claudia M.P. Batlle, Cfp® worked for?
Claudia M.P. Batlle, Cfp® has worked for Seaview Investment Managers, Vectorglobal Wmg, Financial Planning & Management International, Fundacion Manos Del Sur, and Legatus International.
How can I contact Claudia M.P. Batlle, Cfp®?
You can use AeroLeads to view verified contact signals for Claudia M.P. Batlle, Cfp® at Seaview Investment Managers, including work email, phone, and LinkedIn data when available.
What schools did Claudia M.P. Batlle, Cfp® attend?
Claudia M.P. Batlle, Cfp® holds Executive Education from The Wharton School.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial