Contact Detail

DANIEL P. BATTY, CFP®, CHFC®, CFBS, CFS®, CLTC

Phone: 610 458 7900
Fax: 610 458 7907

Email: dbatty@financialguide.com
Web: www.danbatty.com

PROFESSIONAL SPECIALTIES
Employee Benefit Design & Communication
Retirement Plans
Life & Disability Income Insurance
Estate Planning Business Succession
Executive Compensation Design

QUALIFICATIONS
Certified Financial Planner (CFP®) Practitioner
Chartered Financial agent (ChFC®)
Certified Family Business Specialist (CFBS)
Certified Fund Specialist (CFS®)
– Designation from The Institute of Business Finance
Certified in Long-Term Care
– Designation from The Corporation for Long-Term Care Certification, Inc.
BS Marketing with Minor in Business Logistics
– Penn State University

PERSONAL
Eagle Scout – Boy Scouts of America
Activities include Volleyball, Racquetball, and Golf