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Jacqueline B
CFP®, Series 66
Denver, CO
CorePath Wealth Partners LLC
Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.
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