Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba Email and Phone Number

COO & Partner at CorePath Wealth Partners @ CorePath Wealth Partners
scottsdale, arizona, united states
Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's Location
United States, United States
Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's Contact Details

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba work email

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba personal email

About Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba

I am passionate about working with my clients and want them to experience financial confidence now as well as in retirement by providing them with the guidance and resources needed along their path. It is not just about building, protecting and distributing wealth, but about living and investing with purpose.Specialties:Retirement Planning StrategiesEstate Planning StrategiesTax Planning StrategiesEducation PlanningIntergenerational PlanningInvestmentsInsuranceRetirement Income StrategiesCharitable Giving StrategiesPlanning During & After Divorce

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's Current Company Details
CorePath Wealth Partners

Corepath Wealth Partners

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COO & Partner at CorePath Wealth Partners
scottsdale, arizona, united states
Website:
corepathwealth.com
Employees:
14
Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba Work Experience Details
  • Corepath Wealth Partners
    Coo & Partner
    Corepath Wealth Partners Jan 2019 - Present
    Greater Denver Area
    View
  • Ethos Financial Partners- Ameriprise Financial
    Financial Advisor
    Ethos Financial Partners- Ameriprise Financial Aug 2011 - Dec 2018
  • Ethos Financial Partners- Ameriprise Financial
    Paraplanner
    Ethos Financial Partners- Ameriprise Financial Jun 2010 - Jul 2011

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba Skills

Financial Services Services Financial Advisory Advisory

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba Education Details

Frequently Asked Questions about Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba

What company does Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba work for?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba works for Corepath Wealth Partners

What is Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's role at the current company?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's current role is COO & Partner at CorePath Wealth Partners.

What is Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's email address?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's email address is ja****@****lth.com

What schools did Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba attend?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba attended University Of Denver - Daniels College Of Business, University Of Colorado Boulder - Leeds School Of Business.

What skills is Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba known for?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba has skills like Financial Services, Services, Financial Advisory, Advisory.

Who are Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's colleagues?

Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba's colleagues are Helen Vouniozos, Patrick Mueller, Erick Fernandez.

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