About the Principal

Charles E. Battle

  • Grambling State University
    Bachelor of Science May 1974

  • College for Financial Planning
    Certified Financial Planner June 1984

  • National Association of Life Underwriters
    The Life Underwriter Training Council Fellow September 1986

  • Iliff School of Theology
    Masters of Divinity June 2006


Using the combined perspectives of his past life as a former professional football player, financial planner and a Senior Pastor, Mr. Battle has a unique perspective that allows him to see the problems around us as opportunities. This allows him to focus on the challenges which exist with a hopeful view toward long term strategies which are not influenced by market volatility.

Mr. Battle has developed a community based, wealth accumulation model that can harness a community’s wealth. This system uses existing tools that will generate increased wealth for any individual or family.

He is currently developing a national program that will enhance financial life of senior citizens. This grass roots program will generate increased wealth for the community in which the senior citizen resides.

“So goes your life….so goes your money. So goes your money….so goes your life”

Charles E. Battle