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
- 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