Trusted Financial Advisor

Mr Mike S Batista CFP

Mr Mike S Batista CFP

Creative Planning Private Wealth Management

3432 Corte Aciano, Carlsbad, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor