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Christian J Bautista - FINANCIAL ADVISOR in Billings, MT

Christian J Bautista

FINANCIAL ADVISOR

5.0
(2)
Since high school, I have had an urge to pursue a career in financial markets due to my upbringing. My family and I moved to the United States shortly before the 2008 Recession, and as immigrants, we suffered and got by during those hard ti...... Show More
Location & Business Hours
Friday
08:30AM to 03:00PM
Saturday
appointment
Sunday
appointment
Overall Ratings
5.0
(2)
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Reviews from Web
  • 5.0
    google
    J
    Jay E
    Posted on December 14th, 2024 12:00 AM
    I moved all my funds to Christian and within a few months I saw excellent results, he stays on top of all his clients and his goal is to be 100 % at all times.
  • 5.0
    google
    V
    Veronica S
    Posted on December 14th, 2024 12:00 AM
    Best investment company in Montana!
  • 2 of 2
    About
    Since high school, I have had an urge to pursue a career in financial markets due to my upbringing. My family and I moved to the United States shortly before the 2008 Recession, and as immigrants, we suffered and got by during those hard times. I was disheartened with the financial system and wanted to work in auditing or as an attorney in financial regulation to elevate standards. During my years in university that desire transformed into prioritizing the path to being a financial advisor. I networked with other great advisors in the local community. They viewed their path as being a caretaker, a planner and a consultant to the people we serve, and I wanted to serve my community in that capacity.I shifted my focus and once I graduated college I began working as an assistant in an Edward Jones office in downtown Billings, MT. I learned the paperwork and operations of the investment business, how to run an office, and how to make a positive effect in the community from a local Edward Jones mentor.My drive stems from the fact that I know through my tools and heart I can elevate the lives of my clients and my community. The most enjoyable part of my practice is facilitating conversations with individuals and business owners that revolve around creating an efficient plan for their future. That conversation begins with understanding clients' priorities and insecurities in the now and the past, and what they want for the future. Investments come secondary, and aiding in making the now and the future as efficient and enjoyable as possible for our clients' unique goals fills my cup.I take pride in the fact I have been intentional, focused, designed my life a certain way, and want to help others in designing their lives and creating an efficient plan for their future.
    Specialities
    Entrepreneurs & Business Owners
    Business Retirement Plans
    New Investors
    Wealth Strategies
    Retirement Income Strategies
    Retirement Savings Strategies
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Christian J Bautista
    What organization is Christian J Bautista associated with?
    Christian J Bautista is associated with Edward Jones.
    What is Christian J Bautista’s work email address?
    Christian J Bautista’s professional email address is c****************a@e**********.com. You can also email Christian J Bautista by clicking on the contact Christian J Bautista.
    Where is Christian J Bautista based out of?
    Christian J Bautista’s primary location is Billings, MT.
    What is Christian J Bautista's phone number?
    Christian J Bautista's phone number is (406) 245-6115
    What is Christian J Bautista's title??
    Christian J Bautista is a FINANCIAL ADVISOR.