Welcome to
Bautista Planning and Analytics
Registered Investment Advisor, Tax Planner and Organizational Management Consultant for small businesses
Services
Financial Planner Client
Planner Clients are ready to clarify, simplify, and organize all aspects of their financial life.
Organizational Management Client
Organizational Management Clients are ready to use descriptive, predictive, and prescriptive analytics to help them make better decisions with their business and discover any hidden opportunities or gaps within their operations.
Investor Client
Investor Clients seek professional knowledge, expertise, and support to align their investment strategy with their financial goals.
Get Peace of Mind
We provide tailored financial planning strategies to help you reach your goals. Whether it is creating a student loan repayment strategy, maximizing employee equity compensation, or building a tax-efficient portfolio, we are here to be your lifelong financial partner. We help our clients use their financial resources as a tool for designing their ideal life.
Gain A System To Create a Profitable Business
Use our 8-step road map to help your businesses implement analytics into their organization. A data-driven organization can make better decisions about how they use their time and resources, which on average, makes them 8% more profitable and reduce expenses by 10%. The goal is to make the business work for you, so you can have more freedom to spend on what’s important.
Check out the Business Road Map
Gain A System To Create a Profitable Business
Use our 8-step road map to help your businesses implement analytics into their organization. A data-driven organization can make better decisions about how they use their time and resources, which on average, makes them 8% more profitable and reduce expenses by 10%. The goal is to make the business work for you, so you can have more freedom to spend on what’s important.
Check out the Business Road Map
