- TITLE:
- Certified Financial Planner
- CREDENTIALS:
- CFP®; ChFC®; CLU®; AFC®; RICP®; CRC
- EDUCATION:
- Bachelor of Business Administration in Accounting, Bernard M. Baruch College, CUNY
- CERTIFICATIONS:
- CERTIFIED FINANCIAL PLANNER™ professional · Chartered Financial Consultant® (ChFC®) · Chartered Life Underwriter® (CLU®) · Accredited Financial Counselor® (AFC®) · Retirement Income Certified Professional® (RICP®) · Certified Retirement Counselor (CRC)
- EXPERTISE:
- Financial Planning, Retirement Planning, Personal Finance, Investing, Life Insurance, Insurance, Accounting, Debt, Alternative Investments, Risk Management
BIOGRAPHY & EXPERIENCE
Anthony Battle is a financial planning professional with extensive experience in financial services, retirement planning, insurance, investing, and personal finance. He has spent his career serving both institutional and individual clients, developing comprehensive financial plans and helping individuals make informed retirement decisions. Anthony also presents financial planning seminars for municipal employees. Previously, he spent seven years in asset management working with private equity and hedge funds as a Fund Controller, overseeing financial reporting, investment valuations, and risk management. His professional experience includes roles with Bank of Bermuda, HSBC Corporate & Investment Bank, Tishman Speyer, McGladrey, and First Eagle Investment Management.
EDITORIAL INTEGRITY
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