Michael Bautista, CFP®, ChFC®, CLU®

Michael Bautista, CFP®, ChFC®, CLU®

Partner, Aspire Financial Group

Mr. Bautista joined the firm in 1988.  His practice is focused on the retirement and estate planning needs of retirees, business owners, and professionals.  He believes that financial success is an ongoing process that benefits greatly from the guidance of a trained and knowledgeable professional.  A graduate of SUNY Albany, Mike is a Certified Financial Plannerä professional and holds the CLU and ChFC professional designations from the American College.  He is a member of the Society of Financial Services Professionals and a past president of the Hudson Valley Chapter.  Mike resides in Red Hook, NY with his wife and two children.

 

Aspire Financial Group is not owned and operated by Equitable Advisors.

 

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (845) 475-3344
Fax (845) 473-2760