Chris Battreall, CFP®MANAGING DIRECTOR
Chris Battreall specializes in personal financial planning, including investment advisory services and retirement, education, and estate planning. Chris received his Certified Financial Planner® designation in early 2006 and has taught financial management courses for corporations nationwide. He was born and raised in Indianapolis and graduated from Miami University in Oxford, Ohio, with degrees in Economics and Political Science and has spent his entire career in the financial services industry. Chris joined United Capital's family of regional offices in 2005, working out of the Bethesda, Maryland, office. He and his wife, Beth, relocated to Modesto in early 2008.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.