Chuck Bautista

MBA, CRPC®

EP Wealth Advisors

Wealth Advisor

Contact Me

Chuck Bautista

MBA, CRPC®

EP Wealth Advisors

Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Chuck Bautista, MBA, CRPC®

Contact Me

303-225-8400

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Chuck Bautista is a Denver, CO fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Chuck Bautista is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Chuck Bautista is a Wealth Advisor here at EP Wealth Advisors, working out of the Littleton office. After years of working with advisors in a wholesaling capacity, he realized that his interactions with clients were always the best part of his day. Ultimately, he made the decision to follow his passion of working with families and business owners into wealth management. Chuck holds a Master’s Degree in Business Administration from Regis University and has been in the financial services industry for over 20 years, having worked for Merrill Lynch, Jackson National Life, BNY Mellon and most recently, MassMutual. Chuck is also the Vice-Chair of the board of the Colorado Chapter of the Alzheimer’s Association.  He chaired the 2021 Denver Walk to End Alzheimer’s and co-chaired the 2020 Walk. Outside of work, his passions include playing music, spending time outdoors, and enjoying time with his wife, Mildred, and their two daughters Scarlett and Gwyneth.

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

Contact Chuck Bautista

303-225-8400

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 8081 Shaffer Parkway
    Suite 4
    Littleton, CO 80127
  • 7800 E. Union Ave.
    Suite 520
    Denver, CO 80237

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser