Claudia M.P. Batlle, Cfp® Email and Phone Number
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.
Seaview Investment Managers
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Founder And Chief Investment OfficerSeaview Investment Managers Apr 2019 - PresentMiami, Florida, United States
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Head Of Asset ManagementVectorglobal Wmg Jan 2011 - PresentMiami, Florida, United States -
FounderFinancial Planning & Management International Jan 2018 - PresentMiami, Florida, United StatesFPMI (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 successful lives and happy relationships. Every person is the administrator of her or his financial resources and personal talents. Our mission is to create awareness of the importance of becoming wise administrators and provide financial education that will allow every person to design a financial plan that will truly change their lives.Through our Financial Planning workshops and our personal financial advice, we provide women the knowledge and tools to transform their financial lives. -
Founding DirectorFundacion Manos Del Sur 1999 - PresentMiami, Florida, United States -
Board Member - Miami ChapterLegatus International Jan 2020 - PresentMiami, Florida, United States
Claudia M.P. Batlle, Cfp® Education Details
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Executive Education -
Finance, General -
Bond Analysis And Portfolio Management -
Business Administration And Management, General
Frequently Asked Questions about Claudia M.P. Batlle, Cfp®
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 the current company?
Claudia M.P. Batlle, Cfp®'s current role is Founder and Chief Investment Officer at Seaview Investment Managers.
What schools did Claudia M.P. Batlle, Cfp® attend?
Claudia M.P. Batlle, Cfp® attended The Wharton School, University Of Georgia - Terry College Of Business, Gies College Of Business - University Of Illinois Urbana-Champaign, Florida International University.
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