Chuck Bautista, MBA, CRPC®

Colorado State Icon Denver, Colorado
Wealth Advisor
Chartered Retirement Planning Counselor
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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.

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Education

Regis University, Master's in Business Administration

How can Chuck help?

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