Joe Bautista, CFP®, MBA Grow With Joe, LLC
- 340 B Ave, Lake Oswego, OR 97034
- (503) 568-1942
- http://www.growwithjoe.me/
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 After studying the history of financial advisors and learning about the industry, he noticed that the old model was outdated.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: https://growwithjoe.me/blog-list/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Gen Y/Millennials
- Hispanic/Latino/Latinx
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $125+/mo
- Flat Fee: $1500+/engagement
- Hourly Fee: $150+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
