Christopher Battersby, CFP®, CLU®, RICP®, CAP®, CPWA®, MSFS in

Christopher Battersby, CFP®, CLU®, RICP®, CAP®, CPWA®, MSFS

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Member of the Advisory Board at Eagle Strategies, LLC
📍 Greater Boston, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
30 Years
Current Role
Member of the Advisory Board
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

How Christopher shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Christopher cares about

Strategic Priorities
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Career

Work history

1-2014
Member of the Advisory Board
Eagle Strategies, LLC
1-1995
Co-Founder and Managing Partner
Atlantic Planning Group, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1989
BS Business Administration
Babson College
2001
Master of Science in Financial Services
The American College of Financial Services
1981 - 1985
Education details unavailable
Western Reserve Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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