Michael Battista

About Michael Battista

Since my first exposure to macroeconomics during my freshman year of college, I have had a passion for economics and finance. After a course-load of financial analytics classes during my study abroad time in London, I realized I needed to focus this passion in a people-centric area. After earning degrees in Economics and Finance from Edgewood College in Madison, WI, I began my career with the DC Branch of AXA Advisors in May of 2012.While working in an advising and leadership capacity with AXA Advisors since 2012, I have learned first-hand how important client engagement and coordination are in the financial planning process. An effective planning process doesn’t stop, and through my attention to detail and results-driven background, I strive to help our clients by Enhancing Financial Decision Making℠. Having played golf collegiately, I understand the discipline and direction needed to reach ones goals; whatever they may be.As the Planning Coordinator at Ascend Planning and Consulting, LLC, my goal is to make every client and prospect engagement effective, efficient, and most importantly, enjoyable.

Experience

1. Account Manager

   Integration Technologies Group, Inc

   Jun 2022 — Present · Falls Church, VA, US

Education

• Edgewood College

  Bachelors of Science (B.S.)

Skills

• Insurance Planning
• Tax-Efficient Investing Strategies
• Education Planning Strategies
• Retirement Planning
• Long-Term Care Planning Strategies
• Pension Distribution Planning
• Financial Planning Iar
• Investment Planning