Chuck Bautista-1

Denver, Colorado

Chuck Bautista

Wealth Advisor
Education &
Certifications

Regis University, Master's in Business Administration

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 on the board of the Colorado chapter of the Alzheimer’s association and was co-chair for the 2020 Denver Walk to End Alzheimer’s, and will chair the 2021 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.
Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
Kelly Alameddin

Kelly Alameddin

Client Service Administrator
FPQP®

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Linda Ginder

Linda Ginder

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
Gennifer Takacs

Gennifer Takacs

Associate Portfolio Manager
CFA
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