Joseph Bautista (CFP®)

Joseph Bautista focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs

Planning Specialties

I specialize in business planning, business analytics, cash flow planning, estate planning, tax planning, investments, insurance planning, and employee benefits.

Additional Information

I grew up in Oregon, joined the Marines at 18, and currently, I'm living as a digital nomad in Latin America with the goal of learning Spanish.

NAPFA Start Date

August 11, 2021


This Office

11711 SE Bluff Road Sandy, OR 97055 Phone: (503) 568-1942