
Bautista Wealth Management LLC.
Bautista Wealth Management, LLC, led by founder Luis F. Bautista, is a financial advisory firm based in Woodland, California. The firm specializes in helping clients define investment objectives using a disciplined process and advanced technology that charts a clear course for the future.
Their services include retirement planning, investment strategies, estate planning, insurance, and tax coordination, all tailored to individual needs and goals. As a Registered Representative with LPL Financial, Bautista offers independent and objective investment advice, aiming to construct asset allocation strategies that provide a measurable degree of probable success in helping clients satisfy their goals, objectives, and dreams.
180 Promenade Cir Suite 300, Sacramento, CA 95834