Paul Batt

Paul Batt

Financial Professional

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Phone: 480-436-7975
Fax: 480-360-0755
Mobile Phone: 4804367975
E-mail:
 

Paul began his career in the financial services industry in 1999 and has focused on servicing and supporting qualified retirement plans since 2002.  He has demonstrated his commitment to the retirement plan industry by obtaining the Qualified Plan Financial Consultant (QPFC) designation through the American Society of Pension Professionals & Actuaries (ASPPA).  He also holds the Chartered Financial Consultant (ChFC) designation which he acquired through The American College, along with the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance.

With technical knowledge and experience, Paul is able to provide services in the qualified plan market with enthusiasm and a commitment to his client's needs.  He provides top-level guidance to retirement plan committees on all aspects of plan design and operations, as well as providing the education needed to help employees become more retirement ready.

Paul enjoys spending time with his family, traveling, the outdoors, and going to Phoenix Suns' games with his wife, Rachel.  Paul and Rachel have three children and reside in Gilbert, Arizona.

California Insurance License #: 0E74525


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PKB Retirement Services is not owned or operated by AXA Advisors, LLC or its affiliates.