Denver, Colorado Office

7800 E. Union Ave
Suite 520
Denver, CO 80237

Phone: (303) 225-8400

Fax: (303) 225-8404

Chuck Bautista

Chuck Bautista, MBA, CFP®, CRPC®, ChFC®

Vice President

Denver, Colorado

  • Chuck has followed his passion of working with families and business owners as an Advisor out of our Denver office.

  • He has been in the financial services industry for more than 20 years. He previously worked for Merrill Lynch, Jackson National Life, BNY Melon, and most recently, MassMutual.

  • Chuck earned his MBA from Regis University. He is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Chartered Retirement Planning Counselor and Chartered Financial Consultant.

  • He is a former 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. His passions include playing music, spending time outdoors, and enjoying time with his wife, Mildred, and their two daughters, Scarlett and Gwyneth.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Continuity planning is the process of...