Michael Bautista, CFP®, ChFC®, CLU®

Michael Bautista, CFP®, ChFC®, CLU®

Partner, Aspire Financial Group

Office: (845) 475-3344
Fax: (845) 473-2760
E-mail:
 

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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

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 offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and 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.

 

 


Securities and investment advisory services offered through Equitable 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck