Jacqueline Battista

Partner, CFP®, CDFA®, APMA®, MBA

“I have been in the Financial Services Profession for over a decade.

Jackie Battista

Hi, I’m Jackie, Partner and Financial Advisor with CorePath Wealth Partners. My background is in Holistic Financial Planning and Wealth Management specializing in retirement planning, investments, legacy/estate planning strategies, charitable giving strategies, and planning during and after divorce. I have been in the Financial Services industry for 10 years and hold the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and the Accredited Portfolio Management Advisor (APMA®) designations. I have become a well-known financial expert featured in local periodicals in the Denver area as well as a resource for individuals seeking to experience financial confidence.

I am graduate of the University of Colorado, Boulder with a Bachelor of Science degree in Business Administration as well as the University of Denver where I earned a Master of Business Administration with a concentration in Finance.  Additionally, I sit on the Daniels College of Business Alumni Advisory Board at the University of Denver.

Services I provide

  • Holistic Financial Planning and Wealth Management
  • Wealth Transfer Strategies
  • Retirement and Income Planning
  • Business Transition & Post-Exit Planning
  • Divorce and Post-Divorce Financial Planning

Clients I Serve Best

High Net Worth Individuals and Households

Corporate Executives and Business Owners

Families Facing Divorce (During and Post)

Denver Office

CorePath Wealth Partners Denver
4600 South Syracuse Street, Suite 900
Denver, CO 80237

Telephone  720.619.0119

FAX  480.448.5841