Anthony Battle

Anthony Battle
Title: Certified Financial Planner
Education: Bernard M. Baruch College, CUNY
Location: New York, NY
Expertise: Accounting, Debt, Financial Planning, Insurance - Life Insurance, Insurance - Other Insurance, Investing, Personal Finance, Retirement
  • Member of The Balance's Financial Review Board
  • Deep knowledge of financial planning focusing pre-retirement and post-retirement planning issues.
  • Life insurance expertise in personal use, business applications, and policy structuring as a risk management and estate enhancement tool.
  • Experienced in the inner workings of alternative investments (private equity and hedge funds) as an investment vehicle.


Anthony Battle has spent his entire career in the financial services industry covering institutional and individual clients. Anthony currently presents various seminars on financial planning topics for a range of municipal employees, develops comprehensive financial plans and counsels individuals on retirement decisions.

Previously, Anthony worked for 7 years in asset management covering private equity and hedge funds as a Fund Controller providing oversight of financial reporting, investment valuations, and risk management. He has worked at various financial service firms, which included Bank of Bermuda, HSBC Corporate & Investment Bank, Tishman Speyer, McGladrey, and First Eagle Investment Management.

Obtaining a wealthy mindset requires learning from the past and applying it in the present. Dwight D. Eisenhower once said, "Accomplishments will prove to be a journey, not a destination." In finance, these accomplishments can only be sustained by those that take on "good risk" and learn to be comfortable in uncomfortable situations.


Anthony obtained his Bachelor of Business Administration in Accounting from Baruch College, CUNY. Additionally, Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. He has also earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation for advanced insurance specialization, the Accredited Financial Counselor® for Financial Counseling and both the Retirement Income Certified Professional®, and Certified Retirement Counselor designations for advance retirement planning.

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

Latest from Anthony Battle