Anthony Battle

Anthony Battle

CFP®, ChFC®, CLU®, RICP®, AFC®, CRC®
expertise
Accounting, Debt, Financial Planning, Insurance - Life Insurance, Insurance - Other Insurance, Investing, Personal Finance, Retirement
currently
Certified Financial Planner
education
Bernard M. Baruch College, CUNY

Highlights

  • Deep knowledge of financial planning focusing pre-retirement and post-retirement planning issues.
  • Life insurance expertise in personal use, business applications and policy structuring as a risk management and estate enhancement tool.
  • Experienced in the inner workings of alternative investments (private equity and hedge funds) as an investment vehicle.

Experience

Anthony Battle has spent his entire career in the financial services industry covering institutional and individual clients. Anthony currently presents various seminars on financial planning topics for a range of municipal employees, develops comprehensive financial plans and counsels individuals on retirement decisions.

Previously, Anthony worked for 7 years in asset management covering private equity and hedge funds as a Fund Controller providing oversight of financial reporting, investment valuations, and risk management. He has worked at various financial service firms, which included Bank of Bermuda, HSBC Corporate & Investment Bank, Tishman Speyer, McGladrey, and First Eagle Investment Management.