Michael Battaini
Financial Advisor|CFP®
Let's Find the Path For You
Personal
I grew up in Haverhill, Massachusetts with my parents, older brother, and younger sister. Family plays a big role in our lives. My dad grew up in Athol with 9 other siblings - while my mom grew up in Pittsfield, MA with her parents and brother (my god-father). We like to compete with each other, and drive each other crazy which is something I love and look forward to during holidays. We've all gone our separate ways as life has gone on, but family remains an integral core value of ours.
From an early age my siblings and I were introduced to sports, and for me golf & basketball are what stuck. My dad inspired me to play golf having grown up playing himself - and it took me 16 years of my life to finally beat him!
After graduating high school I was fortunate enough to play golf at Nichols College where I studied finance and ultimately found my career path to where I am today. Nichols require me to do an internship to graduate - and fate pointed my way towards a career in Financial Planning. Nichols played a big role into developing me into the person I am today.
I now live in Stoneham, MA with my fiance Nicole who works as a cardiac nurse. I met Nicole through a hometown best friend (who happens to be named Mike as well), who even more coincidentally dates Nicole's twin sister.
Typically in my free time I love to play golf, workout, read, watch NBA hoops, college hoops, or soccer - and just be with friends. Being from New England, the winters become hibernation for golfers. So, come October, I hang up the golf shoes and spend more energy than I should rooting for the Boston Celtics & UConn come March Madness.
Professional
As a CERTIFIED FINANCIAL PLANNER® practitioner I specialize in simplifying complex financial concepts to help my clients achieve clarity and confidence in their financial decisions. My mission is to create predictable pathways to financial independence, ensuring that each client feels secure & empowered today and in their financial future.
What you can expect working with our team:
• Clarity – What is your current financial trajectory/capacity? What options exist to optimize your trajectory further? What risks exist that could threaten your financial independence?
• Comprehensive Financial Planning – retirement income planning, wealth management, tax strategy, insurance & risk management, equity comp & company benefit maximization, estate planning, education funding, cash flow management. How do these pieces form a plan?
• Execution – What are the steps you need to take to protect and achieve your goals faster, and more effectively, than you were prior to meeting our team.
I joke with my clients that one of the only things I’m good at is financial planning. Outside of playing a decent round of golf once in a blue moon… I began my career as an intern & have since continued to serve my clients as a fiduciary in a financial world filled with unruly variables, misinformation, and a sense that much more is possible with their money. From just getting started on your financial plan, to solving complex financial scenarios on the doormat of retirement – I'm privileged to show our current and new clients a better way to money.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Advisory Services
Education Planning & Funding
Estate Planning
Insurance Protection Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
