Jacqueline Battista
Partner, CFP®, CDFA®, APMA®, MBA
“I have been in the Financial Services Profession for over a decade.”
Get To Know Jackie
This Monday, meet our COO and Senior Wealth Advisor, Jackie Battista. Jackie has been in the Financial Services industry for over 10 years and holds the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and the Accredited Portfolio Management Advisor (APMA®) designations. Jackie is a graduate of the University of Colorado Boulder with a Bachelor of Science degree in Business Administration as well as the University of Denver where she earned a Master of Business Administration with a concentration in Finance. She also sits on the Daniels College of Business Alumni Advisory Board at the University of Denver. Jackie has become a well-known financial expert featured in local periodicals around the Denver area. She is an outdoor adventurer whose favorite season is summer! Surprisingly, she does prefer the beach to the mountains. She is extremely passionate about traveling, helping others, and loves to plan! Growing up, Jackie wanted to be a lawyer. If she were stranded on an island, all she would need is her family, hand sanitizer, and a chef! A little more about Jackie:
- Her favorite snacks include jellybeans and cheese and crackers.
- Matt Damon is her favorite actor and Lacey Chabert is her favorite actress.
- Jackie grew up dancing and loves to play tennis!
- Jackie’s dislikes include garlic and fake people.
- Her preferred drink is San Pellegrino.
- She favors music, sweet foods, tea, a night in, wine and Rom Coms.
What is Jackie’s hidden talent? Speed walking of course!
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