Chris BAttreall, CFP®
Partner & Advisor
Chris Battreall,
CFP®
Partner / Advisor
Chris and his clients joined the Precision Wealth Strategies family in 2025, bringing over 25 years of industry experience to the firm. Prior to joining Precision, Chris spent 20 years as an advisor for United Capital, a national RIA firm, most recently serving as the Managing Director in the Modesto, CA office. He began his career with John Hancock Financial Services in 1999 in their McLean, VA office and spent three years with New York Life’s Greater Washington DC office from 2001 to 2004 before becoming an independent financial planner full-time.
Chris received his CERTIFIED FINANCIAL PLANNER® designation in early 2006. He was born and raised in Indianapolis and graduated from Miami University in Oxford, Ohio with degrees in Economics and Political Science and has spent his entire career in the financial services industry.
Chris enjoys watching sports, exercise, reading, spending time with his wife Beth, friends, and his two dogs Winnie and Dobby. He and his family have recently relocated from Northern California to Mount Pleasant, South Carolina and are enjoying the transition to the southeast.
15
COUNTRIES VISITED
41
STATES VISITED
13
Books Read last year
47
indianapolis Colts Games attended
What is the best piece of business advice you've ever received?
Never, ever stop growing – in your knowledge, in your business, in your relationships
If you weren’t in wealth management, what would you do for work?
When I was younger I really wanted to work for a foreign policy thinktank in Washington DC – which is originally why I moved there after college. As I have grown up I think I would have been a fantastic general manager for the Indianapolis Colts.