Jackie Battista

Chief Operations Officer & Senior Wealth Advisor

This Is Why I Do It:

My why is to help individuals and families attain lasting happiness by living their ideal lives and achieving their goals and dreams.

Hi, I’m Jackie. I have been in the Financial Services industry for 10+ years and hold the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and the Accredited Portfolio Management Advisor (APMA®) designations. My background is in Holistic Financial Planning and Wealth Management specializing in retirement planning, investments, legacy/estate planning strategies, charitable giving strategies, and planning during and after divorce. I have become a well-known financial expert featured in local periodicals in the Denver area as well as a resource for individuals seeking to experience financial confidence. I am a graduate of the University of Colorado, Boulder with a Bachelor of Science degree in Business Administration as well as the University of Denver where I earned a Master of Business Administration with a concentration in Finance. Additionally, I sit on the Daniels College of Business Alumni Advisory Board at the University of Denver. I am married to my husband Michael and love to travel in my free time!

Likes & Interests

I am an outdoor adventurer whose favorite season is summer!
I grew up dancing and love to play tennis!
I am extremely passionate about traveling, helping others, and love to plan!
My favorite snacks are jellybeans and cheese and crackers.

Testimonials

CorePath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend CorePath Wealth and the entire team at the Scottsdale location.

CorePath's team is willing to help in whatever way they can. Their team is awesome as well they will get you as soon as possible time through zoom, phone call you name it. They are one of the best team of finance advisors in Denver! So professional 5/5 stars!!

Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.

We had been with our previous insurance agent for 30 years! But due to retirement we needed to find a new agent that we could count on to quickly respond to our insurance needs. We not only ended up with an agency with excellent customer service but also great people who are friendly! Thank you all for taking such good care of us!

We have had the pleasure of having Helen Vouniozos and CorePath Risk Solutions provide us with comprehensive and personalized insurance policies on various matters since we moved to Arizona almost 8 years ago. Helen and her colleagues have always surveyed the insurance industry to get us the best coverage at the best prices. Thank you Helen!!

CorePath and Helen Vouniozos specifically, have been our insurance broker for a couple of years. We chose Helen because of her knowledge and experience with specific client types, along with her magnetic personality. From the first conversation, we knew that Helen had our best interest at heart. On September 11th, 2021, we experienced a devastating accident involving a golf cart at our home. I contacted Helen from the hospital, on a weekend, and Helen took the time to show empathy and explain the next steps for handling the situation. I don’t know that we would have made it through that incident without her. I would recommend CorePath, Helen Vouniozos, for your insurance needs if you want the best in the business, and someone who is committed to protecting you and your assets completely.

Jackie Battista

Jackie Battista

Chief Operations Officer & Senior Wealth Advisor

This Is Why I Do It:

Likes & Interests

Testimonials

Divisions

Jacqueline Battista

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office

© 2024 CorePath Wealth Partners. All Rights Reserved

Jackie Battista

Jackie Battista

Chief Operations Officer & Senior Wealth Advisor

This Is Why I Do It:

Likes & Interests

Testimonials

Divisions

Jacqueline Battista

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office

© 2024 CorePath Wealth Partners. All Rights Reserved

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