Jacqueline Battista, CFP®, CDFA®, APMA®, MBA

My name is Jacqueline Battista. I am a trusted fiduciary advisor with more than 15 years of experience guiding high-net-worth individuals, families, executives, and business owners through complex wealth management and strategic financial planning decisions. My expertise includes investment management, retirement planning, estate and legacy strategies, philanthropic planning, and advanced financial planning related to divorce and significant life transitions.

I deliver disciplined, objective advice that integrates long-term investment stewardship, risk management, tax-aware planning, and multigenerational wealth preservation. My advisory approach emphasizes governance, fiduciary responsibility, and aligning financial strategies with clients’ long-term objectives and values.

I hold the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and the Accredited Portfolio Management Advisor (APMA®) designations, and I have a Bachelor of Science in Business Administration from the University of Colorado Boulder as well as a Master of Business Administration in Finance from the University of Denver. In addition, I serve on the Daniels College of Business Alumni Advisory Board at the University of Denver, currently as the Chair of the Ambassador Committee and as a member of the University of Denver’s Alumni Council.

Outside of my professional responsibilities, I enjoy spending quality time with my husband, Michael, and my family, as well as exploring destinations around the world.