Paul Batt

Paul Batt

Qualified Plan Specialist

Paul works closely with his clients to: (1) determine the appropriate 401(k) plan design for their company, (2) create an investment lineup focused on enhancing participant outcomes, (3) educate participants on the importance of saving for retirement, and (4) help safeguard plan sponsors from potential fiduciary liabilities.

Paul has 17 years of industry experience, with 13 years focusing on servicing and supporting qualified retirement plans. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Certified Plan Fiduciary Advisor (CPFA)designation. Paul is also an Accredited Investment Fiduciary (AIF®) authorized by the Center for Fiduciary Studies. He is known as a valuable resource to his clients and has a passion for helping plan sponsors and participants have the best experience possible with their retirement plan.

Paul enjoys spending time with his family, traveling, the outdoors, scuba diving, and going to Phoenix Suns’ game with his wife of 19 years, Rachel. Paul and Rachel have three children and reside in Gilbert, AZ.


Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.



California Insurance License #: 0E74525

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phocus Financial Strategies Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (480) 436-7975