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

Vice President, Partner

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Chuck guides families and business owners with comprehensive planning and objective advice. He helps clients align investments, retirement strategies, and tax planning with their long-term goals.
He has more than 20 years of experience in financial services across advisory and consulting roles at national firms. He earned an M.B.A. from Regis University and also holds the Chartered Retirement Planning Counselor® and Chartered Financial Consultant® designations.
His approach is relationship-driven and structured. He builds clear plans, reviews them regularly, and adjusts as life evolves, believing steady process and accountability lead to better outcomes.
He served as Vice-Chair of the Colorado Chapter of the Alzheimer’s Association and chaired Denver’s Walk to End Alzheimer’s. He enjoys music, the outdoors, and time with his wife, Mildred, and their daughters, Scarlett and Gwyneth.