Joe Bautista, CFP®, MBA

About Joe Bautista, CFP®, MBA

Joe Bautista grew up in Sandy, Oregon, and is the son of two blue-collar parents. He also has two sisters that are entrepreneurs themselves.

At 18, he joined the United States Marine Corps as a Supply Administrator and served 7 years, while being stationed in Kaneohe Bay, HI, Okinawa, Japan, Al Asad, Iraq, and Portland, Oregon.

Joe Bautista has always had a passion for numbers and money. He saw that his parents struggled with money and thought it was from a lack of knowledge and available resources to improve their financial situation in the 1990s. After moving to Washington, DC in 2012 and meeting other first and second-generation Latinos dealing with the same issue, he decided to become a financial planner.

In 2015, Joe Bautista began his financial planning career at a national company that was a Broker-Dealer and Registered Investment Advisory Firm. After studying the history of financial advisors and learning about the industry, he noticed that the old model was outdated. So he decided to open up his own virtual financial planning firm that utilizes the subscription model to help him focus on young professionals with income minimal investable assets to manage. This allows him to live in Latin America so he can finish his goal of learning Spanish.

He is also the author of More You Know, More You Grow, and Your Daily Cup of Joe, and is currently in an MBA program at Syracuse University. He also has two bachelor’s degrees in Public Health and Economics.

Read Joe’s blog here:

Rebecca Montano, CFP®

About Rebecca Montano, CFP®

I’m Rebecca Montaño, CERTIFIED FINANCIAL PLANNER™ professional and my life’s mission is helping women tap into more confidence, freedom and joy with their money

The world tells girls we have a spending problem, save all your pennies, think small, live frugal or else you’ll be the bag lady under the bridge- no more! I want to help you get your financial house in order so you can live the life you want once and for all. No more money shame, no more worry, and no more fear… because once you have awareness and a plan, there’s no turning back.

Sunday Planning serves women, couples & LGBTQ+.
We specialize particularly in serving the needs of:

• First generation college graduates
• High income earners juggling debt
• Small business owners
• People wanting more for themselves and families

We specifically focus on serving the needs of women because we are the backbone to so many things. We take care of our families, we give to our community, and yet are still paid less for the same work. Financial planning relieves the money stress and worry and allows you to breathe a little.

Please feel free to reach out with any questions you have about financial planning or the process. We are committed to serving you in any way we can.

Yerandy Lopez, CFP®

About Yerandy Lopez, CFP®

Yerandy Lopez is the founder and managing principal of Wealthshore Capital LLC. Recognizing a demand for a more comprehensive and proactive approach to wealth management, Yerandy founded WSC to provide a more thorough, clear and tailored approach to addressing the broad range of clients financial priorities.

In an industry laden with hidden costs, undisclosed incentives and other conflicts of interest, Yerandy brings a transparent, thoughtful and candid approach to the wealth management process.

In his off time, Yerandy and his significant other, Sue, enjoy biking, traveling with friends, exploring new recipes, and advancing positive growth within their communities.

Welcomed to Tampa in 1998, Yerandy continues to deepen his connection to the city, its local business and academic communities. Having attended the University of South Florida, he earned his Bachelor’s degree in Accounting. Garnering additional licenses, designations, experience and best practices as a career financial professional for three Fortune 100 firms over seven years before establishing Wealthshore Capital.

Yerandy manages the finances of individuals, families and business owners in Tampa, Florida, utilizing technologies to accommodate clients virtually all over the country. Instituting the latest technology and resources to create an ideal client experience, prioritizing meaningful personal relationships and delivering a level of service previously exclusive to the ultra-affluent in the financial services industry.

Andrew Tudor, CFP®, RICP

About Andrew Tudor, CFP®, RICP

Alchemist Wealth was created to help Black individuals and families transform their relationship with money. Started by two brothers who spent their entire adult lives in the financial industry, who witnessed first hand the lack of adequate opportunities and knowledge to build wealth. They decided to attack the racial wealth gap in a unique way.

Sons of two public servants, each brother has key ingredients for what it takes to transform clients and communities for the long run. Andrew, the younger brother, leads with vision, confidence, and empathy. Fred, the older and wiser brother, leads with principles, accuracy, and stability. The combination creates dynamic, forward-thinking strategies, delivered with efficiency and precision.

Money is a tool in the hands of its steward. The values, goals, and mindset of the person should determine how the tool is used. The Alchemist Wealth process uses unique experiences to uncover your values, hopes, and fears to design a specialized plan for each client and provides the support, guidance, and accountability to achieve it.

We are all chasing freedom, and financial freedom is at the heart of this desire. Alchemist Wealth’s mission is to create an army of Black financially free families whose money is aligned with their values and who live life on their terms.

Travis Tracy, CFP®, EA

About Travis Tracy, CFP®, EA

Hi, I’m Travis! I created this firm to help young professionals with student loan debt or equity compensation build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any past decisions but to educate and encourage going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.

I’m from a small town in South Carolina, and I graduated from Guilford College in Greensboro, NC. I currently live and work in Durham, NC, with my wife, Shelby, our daughter, Peyton and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.

I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.

Read Travis’ blog here:

Sunil Harpalani, CFP®, CPA

About Sunil Harpalani, CFP®, CPA

Hi, I’m Sunil.

I provide fiduciary comprehensive financial planning services, including investment management, with a focus on income tax efficiency. I do not sell any financial products nor do I receive any commissions.

My niche is supporting high middle income professionals. I have expertise in helping clients who receive employer equity grants (stock options, RSUs, ESPP etc.), and helping immigrants and the LGBT community.

I am qualified in the fields of Comprehensive Financial Planning, Investment Management and Income Taxes. I am a CFP (Certified Financial Planner ) and a CPA.

I believe people benefit most by managing their finances holistically with a mix of investment advice and comprehensive financial planning including income taxes, education, retirement, estate planning and insurance for risk mitigation. I recommend low-expense and diversified equity index investment portfolios.

I guide clients through their financial options and provide clarity, without using technical jargon, to help make informed decisions with the assurance that a trusted professional is proactively looking out for them.

My fee structure is transparent, and is based on the complexity of financial planning, family size and the value of investments under advice / management.

I arrived in the U.S. from India ~three decades back to go to graduate school, with just enough funds for my first semester. Since then, I have stayed on track to achieve financial independence by getting a good education and working hard in professional roles in finance and accounting. The key to my financial success has been having a financial plan, and monitoring and updating it as needed for changes in circumstances and goals.

In 2017, I launched Holistic View Financial to help individuals and families plan and manage their financial life optimally. I like listening to client’s stories, passions, concerns and values. I then develop a personalized financial plan and coach clients to stay on track to attain life goals.

I strongly believe in giving back to the community and currently participate in pro-bono financial programs, helping cancer patients manage their financial situation and preparing income tax returns for low income residents.

I live in Boston’s Jamaica Plain neighborhood. When I am not working on my clients’ financial plans, I walk or bicycle around the city, play tennis, read, enjoy diverse eateries, go to movies, attend concerts and travel to destinations near and afar.

Please reach out to me if we are a right fit.

Steven Chau, CFP®

About Steven Chau, CFP®

I’m Steven Chau, owner of Know Your Worth Financial and a CERTIFIED FINANCIAL PLANNER™.

Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We help clients achieve this by simplifying personal finance and by offering a safe space for people to talk openly about money and get the tools necessary to build a thriving financial future.

Growing up in Arizona as a second-generation Chinese-American, outside of being told just to “save more and spend less”, conversations around money didn’t get much more complex. It wasn’t until I started my career in finance that I learned how underprepared my generation was when it came to personal finance.

During my decade in the financial services industry, I observed a woeful lack of attention paid towards millennials and minority communities. As I progressed in my career, traditionally firm prerequisites like net worth and investable made it more and more difficult to help the people I was closest to.

I started Know Your Worth Financial to move away from that traditional structure and work with more people like you.

I hope you enjoyed learning a little bit about me.

I look forward to meeting you and learning about your journey!

Luis Rosa, CFP®, EA

About Luis Rosa, CFP®, EA

I came to the U.S. at age 11 from the Dominican Republic. I was inspired by my parents to work hard and pursue an education. However, I was not taught about personal finance at home or at school and had to learn the hard way.

Some of the biggest money mistakes I made when I was younger:

I failed to pay myself first. I tried to save what was left after spending, instead of spending what was left after saving.

I over-borrowed on my student loans in college for “living expenses” which really was translation for Spring Break in Cancun!

I got credit cards in my freshman year of college before I even got a job! (To be fair, they did include the credit card applications inside the books at the bookstore, I could not resist!)

I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help others pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future.

I currently live in Pasadena, CA with my wife, Alison. I lived in New York for the majority of my adult life, and currently travel back there during the year to visit family and existing clients. When not helping a client, volunteering, or hosting an event, you can find me eating at one of my favorite Vegan restaurants or visiting a beach or walking trail in the Los Angeles area.

Read Luis’ blog here:

Narumi Yoshida, CFP®, CPA/PFS, EA

About Narumi Yoshida, CFP®, CPA/PFS, EA

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and provides tax-smart, financial life planning and Investment Management services for individuals and families.

Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them.

Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner.

In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services.

Mr. Yoshida focuses on helping Japanese Expats in the US and Financial Life Planning for Professionals in the field of Health Care & Academics, Business Owners/Entrepreneurs, and UN Employees/G4 Visa Holders. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients!

Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

Lamar Watson, CFP®

About Lamar Watson, CFP®

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning.
Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience.

Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.

Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos.

Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling.

Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.