Jacqueline Battista is a partner and financial advisor with CorePath Wealth Partners. Her background is in financial planning and wealth management specializing in retirement planning, investments, estate planning strategies and charitable giving strategies. She has been in the financial services industry for almost a decade and holds the Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA) and the Accredited Portfolio Management Advisor (APMA) designations. Jacqueline has 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 now and in the future.
Jacqueline 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. Her hobbies include traveling with her husband, Michael, and teaching dance classes.