Harold Batista Sr. BHSA, CCFC – Team Based Model Consultant

Mr. Batista has over 30 years of experience in the areas of Life, Disability, Annuity, & LTC. He works together with Fabian Tracey CPA from Tracey CPA LLC. He has a bachelor’s degree in health administration from Florida International University and is a Certified Cash Flow consultant as well.

Mr. Batista is a Wealth Consultant helping individuals, families, and business owners solve problems and provide peace of mind helping reduce risk and taxes with retirement strategies that are available to the clients we work with along with the tax planning that Fabian Tracey can provide. We work together to provide a holistic approach along with other experts from other fields providing a one stop shop for our clients.