Mike Batista
Wealth Manager at Creative Planning | Carlsbad, California, United States
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Wealth Manager at Creative Planning in June 2015 to Present
Partner / Private Wealth Manager at Creative Planning in January 2024 to Present
Regional Vice President at Fidelity Investments in March 2005 to June 2015
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University of California, San Diego, Bachelor of Arts (B.A.), January 1992 to January 1996
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Investments
Mutual Funds
Sales
Series 7
Leadership
Management
Finance
Wealth Management
Series 63
Retirement Planning
Series 65
Asset Allocation
Estate Planning
Financial Planning
Investment Advisory
Investment Management
Retirement
Sales Management
Strategic Financial Planning
Wealth
Marketing Strategy
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Discover more about Creative PlanningWhat company does Mike Batista work for?
Mike Batista works for Creative Planning
What is Mike Batista's role at Creative Planning?
Mike Batista is Wealth Manager
What is Mike Batista's personal email address?
Mike Batista's personal email address is mi****[email protected]
What is Mike Batista's business email address?
Mike Batista's business email address is mike.batista@***.***
What is Mike Batista's Phone Number?
Mike Batista's phone (213) ***-*372
What industry does Mike Batista work in?
Mike Batista works in the Financial Services industry.
Mike Batista Email Addresses
Mike Batista Phone Numbers
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