Chuck Bautista, MBA, CRPC®, ChFC®

Colorado State Icon Denver and Denver Tech, Colorado
Wealth Advisor
Chartered Retirement Planning Counselor
Chartered Financial Consultant
Person Icon

About Chuck

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.

Certificate Icon


Regis University, Master's in Business Administration

How can Chuck help?


Office Building Icon
Chuck works in our Denver office in Colorado, see their office information here.
Denver Office