Michael Bautista, CFP®, ChFC®, CLU®

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 Planning 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.

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