Joe Bautista grew up in Sandy, Oregon, and is the son of two blue-collar parents. He also has two sisters that are entrepreneurs themselves.

At 18, he joined the United States Marine Corps as a Supply Administrator and served 7 years, while being stationed in Kaneohe Bay, HI, Okinawa, Japan, Al Asad, Iraq, and Portland, Oregon.

Joe Bautista has always had a passion for numbers and money. He saw that his parents struggled with money and thought it was from a lack of knowledge and available resources to improve their financial situation in the 1990s. After moving to Washington, DC in 2012 and meeting other first and second-generation Latinos dealing with the same issue, he decided to become a financial planner. After his MBA, he noticed that data analytics can help solve a lot of issues for small business owners and does consulting in this area as well.

In 2015, Joe Bautista began his financial planning career at a national company that was a Broker-Dealer and Registered Investment Advisory Firm. After studying the history of financial advisors and learning about the industry, he noticed that the old model was outdated. So he decided to open up his own virtual financial planning firm that utilizes the subscription and fee-based model. Running his own business has allowed Joe to live in Latin America to accomplish his goal of learning Spanish.

He is the author of  More You Know, More You Grow, and Your Daily Cup of Joe. He also has two bachelor's degrees in Public Health and Economics with a MBA from Syracuse University with a focus on data analytics.