Joe Bautista, CFP®, MBA Grow With Joe, LLC
- 340 B Ave, Lake Oswego, OR 97034
- (503) 568-1942
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 After studying the history of financial advisors and learning about the industry, he noticed that the old model was outdated.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/
- Business Owners
- Gen Y/Millennials
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $125+/mo
- Flat Fee: $1500+/engagement
- Hourly Fee: $150+/hr
- Assets Under Management: 1.00%