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Joseph B
CFP®, Series 63, Series 65
Berwyn, PA
Kestra Advisory
Joseph Battaglini is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2023. He previously worked at Private Advisor Group and LPL Financial for 11 years and has been CEO of Battaglini & Company, a tax and accounting firm, since 1989. Outside of his advisory roles, he manages a team of tax and investment professionals at his CPA firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves large institutional investors and maintains extensive affiliate and third-party relationships to support its broad offering.
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