Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Wealth Advisor
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chuck Bautista, MBA, CRPC®
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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.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
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
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chuck Bautista is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Chuck Bautista
Office Locations:
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8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
7800 E. Union Ave.
Suite 520
Denver, CO 80237
