While working in an advising and leadership capacity with Equitable Advisors since 2012, I have learned first-hand how important client engagement and coordination are in the financial planning process. An effective planning process doesn't stop, and through my attention to detail and results-driven background, I strive to help our clients by Enhancing Financial Decision Making℠. Having played golf collegiately, I understand the discipline and direction needed to reach ones goals; whatever they may be.
As the Planning Coordinator at Ascend Planning and Consulting, LLC, my goal is to make every client and prospect engagement effective, efficient, and most importantly, enjoyable.
- BS in Economics & Finance - Edgewood College
- CFP® - The American College
Michael Battista is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support services only.