Michael Battaglia, CFP^®

How do I help our clients Live a Richer Life®?
I serve as the Personal CFO for a select number of successful families. We use a consultative process to identify where they are now, where they want to go, and any gaps to getting there. We help our clients enhance their existing wealth, mitigate taxes, prepare for passing assets to their heirs, protecting those assets, and giving to charitable causes. Coordinating these efforts allows our clients to spend more time doing the things they enjoy most.

How do I align my time and money with my values and passions to Live a Richer Life®?
My core values are authenticity, caring, and mentoring. My core passions are cars, financial education, live music, surfing, and travel. While my work as an advisor is very much integrated with my personal life, I enjoy helping and coaching clients to accomplish their life goals. I also enjoy mentoring rising advisors and having them bring care and technical elements to each client interaction. In my personal time, I serve on the Board of Kid Power, Inc., which helps middle and high school youth in the most distressed areas of DC get the education, support, and opportunities to shine in life. I also love spending time with my family and friends, watching my son play tennis, and occasionally going surfing!