Christopher Bautista

Christopher Bautista Email and Phone Number

Registered Representative with United Planners @ Oregon Pacific Financial Advisors
medford, oregon, united states
Christopher Bautista's Location
San Dimas, California, United States, United States
About Christopher Bautista

*Christopher Bautista is a Registered Representative offering securities through United Planners Financial Services, a registered broker-dealer and member FINRA, SIPC. FINRA Branch #626-827-2474United Planners and Oregon Pacific Financial Advisors are not affiliated. You can find our disclosure brochure and relationship summaries by visiting https://www.opfa.com/disclosures . All investing involves risk and there is no guarantee that any strategy will be successful.I am a passionate and results-driven professional in the financial services industry with a deep understanding of the intricate world of finance. With extensive experience working with both individuals and businesses, I am committed to helping my clients achieve their financial goals and navigate the complexities of today’s economic landscape. I have been in the Financial Services Industry since 2013. My expertise lies in providing personalized financial service, developing tailored strategies and implementing effective product solutions. By leveraging my knowledge and staying abreast of the latest market trends, I strive to deliver innovative financial solutions that empower my clients to make informed decisions and help secure their financial futures.My business platform primarily focuses on three areas:1) Strengthen the relationships of my clients like members of my own family with regards to creating, and growing, their wealth in order to enhance their current and future financial needs.2) Teaching families the basics of financial literacy, as it is not taught in schools. I enjoy breaking down very complex ideas into very simple to understand terms and helping them execute for their future.3) Expand networking relationships to help more people become financially educated and take them through a step by step process to help reach their financial goals. In summary, my strength is to teach families and individuals on how money works and how to better manage their money in simple common sense terms! Me and my team pride themselves on being Visionaries and believe in working towards “Seeing Peoples Future”.If you have further questions or would like to contact me, please our office at call 626-827-2474In addition to my career, I am a proud family man blessed with a stunning wife and two wonderful children. My family serves as a constant reminder of the importance of financial stability and planning for the future. They inspire me to go the extra mile for clients.

Christopher Bautista's Current Company Details
Oregon Pacific Financial Advisors

Oregon Pacific Financial Advisors

View
Registered Representative with United Planners
medford, oregon, united states
Website:
opfa.com
Employees:
11
Christopher Bautista Work Experience Details
  • Oregon Pacific Financial Advisors
    Registered Representative
    Oregon Pacific Financial Advisors Jun 2023 - Present
    San Dimas, California, United States
    Christopher Bautista is a Registered Representative offering securities through United Planners Financial Services, a registered broker-dealer and member FINRA, SIPC. FINRA Branch #626-827-2474 United Planners and Oregon Pacific Financial Advisors are not affiliated. You can find our disclosure brochure and relationship summaries visiting https://www.opfa.com/disclosures . All investing involves risk and there is no guarantee that any strategy will be successful.
  • The Financial Architects
    Managing Partner
    The Financial Architects Feb 2021 - Mar 2023
    Chino Hills, California, United States
    Financial Advisor, Agent development manager, Trainer, recruiter
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jul 2013 - Feb 2021
    San Dimas, California, United States
    Life Insurance Agent
  • New York Life Insurance Company
    Registered Representative
    New York Life Insurance Company Jul 2017 - Jan 2021
    San Dimas, California, United States
    Financial services and Financial Planning for clients
  • Nordstrom
    Wardrobe Consultant
    Nordstrom Dec 2012 - Jul 2013
    Montclair, California, United States
    Personal Stylist, Sales.
  • Nordstrom
    Retail Stock Clerk
    Nordstrom Jul 2012 - Jan 2013
    Chino Hills, California, United States
    Stock and inventory manager
  • Fitness 180
    Company Owner
    Fitness 180 Sep 2003 - Oct 2010
    Azusa, California, United States
    Owner, Personal trainer, Fitness Instructor,

Christopher Bautista Education Details

Frequently Asked Questions about Christopher Bautista

What company does Christopher Bautista work for?

Christopher Bautista works for Oregon Pacific Financial Advisors

What is Christopher Bautista's role at the current company?

Christopher Bautista's current role is Registered Representative with United Planners.

What schools did Christopher Bautista attend?

Christopher Bautista attended California State University, Fullerton, Mt. San Antonio College, Azusa High School.

Who are Christopher Bautista's colleagues?

Christopher Bautista's colleagues are Carie Hayes, Al Densmore, Royal Standley, Marlaine Mitchell, Emma Nelson, Frank Peterson, Andrew Konarske.

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