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Mike Batista
Partner Private Wealth Manager @Creative Planning
Carlsbad, CA, US
EMAILS
m••••••••@creativeplanning.com
MOBILE NUMBERS
+17•••••••11
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WORK HISTORY
Jan 2024 — Present
Partner Private Wealth Manager @Creative Planning
San Diego, CA, US
EDUCATION
1992 — 1996
University of California, San Diego
Bachelor of Arts (B.A.)
SKILLS
Series 7Asset AllocationMutual FundsFinanceInvestmentsSeries 63Investment ManagementSales ManagementRetirementStrategic Financial PlanningSalesWealthEstate PlanningMarketing StrategyInvestment AdvisoryRetirement PlanningSeries 65Financial PlanningLeadershipWealth ManagementManagement
ABOUT MIKE BATISTA
Mike Batista is a Partner / Private Wealth Manager of Creative Planning, named the #1…
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