Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

Paul works closely with his clients to: (1) determine the appropriate 401(k) plan design for their company, (2) create an investment lineup focused on enhancing participant outcomes, (3) educate participants on the importance of saving for retirement, and (4) help safeguard plan sponsors from potential fiduciary liabilities.

Paul has over 17 years of industry experience, with over 13 years focusing on servicing and supporting qualified retirement plans. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Certified Plan Fiduciary Advisor (CPFA)designation. Paul also obtained Accredited Investment Fiduciary (AIF®) designation authorized by the Center for Fiduciary Studies. He is known as a valuable resource to his clients and has a passion for helping plan sponsors and participants have the best experience possible with their retirement plan.

Paul enjoys spending time with his family, traveling, the outdoors, scuba diving, and going to Phoenix Suns’ game with his wife of 19 plus years, Rachel. Paul and Rachel have three children and reside in Gilbert, AZ.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

California Insurance License #: 0E74525

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