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Joseph B
Series 63, Series 65
Sandy, OR
Bautista Planning and Analytics, LLC
Joseph Bautista is the sole advisor at Bautista Planning and Analytics, LLC in Sandy, Oregon. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, including prior roles at First Command Financial Services and First Command Brokerage Services. Bautista also provides self-development coaching and promotes related published materials and courses, alongside business development services. Bautista Planning and Analytics serves individual and family clients with investment management, financial planning through project-based, hourly, and subscription models, and offers business analytics consulting and educational seminars. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, complemented by tactical adjustments and multi-faceted analysis, while offering discretionary management and third-party technology integration. The combination of ongoing subscription planning services with traditional asset management and non-advisory business analytics distinguishes the firm from many peers.
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