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Mike Batista, CFP®

Wealth Manager
Mike serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Mike’s comprehensive techniques can create effective wealth management strategies in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, insurance and charitable planning. Mike will work with you personally to understand your needs and provide you with a customized plan to help achieve your goals. Prior to joining Creative Planning, Mike worked for a major national financial services company for over a decade in a variety of capacities. In his most recent roles as Regional Vice President of Insurance and Regional Planning Consultant, Mike’s responsibilities included serving as a subject matter expert to advisors on insurance and financial planning topics, developing financial plans for high net worth clients, shaping advanced financial concepts training and delivering presentations on various investment themes. Throughout his career, Mike has gained extensive experience in comprehensive wealth management for high net worth clients. Mike received a Bachelor's degree in Economics from The University of California, San Diego with a minor in Spanish. In addition, he holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Mike and his wife Lucy have four children, Jake, Ryan, Samantha and Abigail. In his spare time, Mike enjoys traveling with the family, surfing, golfing and watching his boys play baseball.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021