Nick’s mission is “I help you to simplify your finances now so you can have peace of mind when you need it most.”
Nick Bautista has been in the financial industry since 2012 working under Mark Phillips as a mentee. With plenty of support around him he made the transition over to a fee-based financial advisor of Mark Phillips & Associates, a wealth management firm.
Nick has passed the Series 7, Series 66 (which are held through Commonwealth Financial Network), and the California life and health license. CA Insurance Lic. #0G06508.
I credit my parents as well as my two jobs I had out of college that lead me down the path to financial planning.
My first experience in the financial services industry was working as an insurance agent for an insurance company. It was a job selling their specific products (a real sales mentality environment) and trying to make those products fit each client’s situation. I quickly realized I couldn’t offer what my clients truly needed, and became uncomfortable trying to me a salesman. What I really wanted to do was build relationships and help people make a financial plan, not sell them insurance products only. But, since I was so burned out I joined up with my second job out of college.
Before working personally with clients, I was Director of Marketing for Debtproofliving.com when I got out of Biola University. Mary Hunt, author of DPL and my boss, showed me the importance of living below your means and how to have the right financial mindset. I got to hear from subscribers, to the website, firsthand on how they struggled to make the right financial decisions early on in their careers, and through the website they were able to find tools to get back on track. I used the knowledge I gained from working at DPL to make better financial decisions myself, as I started to take control of my money. I knew from then on I wanted to help clients on a one-to-one level, so I could make a greater impact in people’s lives.
So now I have set up Bare Finance. A website and blog with a goal to help people simplify their finances. It’s a place where I can share my thoughts and ideas on a broader scale.
From my experience, I believe that finances get way too complicated, no matter your age or background. So I am set out to change that, I want your finances to be simplified. Financial planning is the process of setting up a plan that can be followed. Too many times agents, advisors and bankers use terms that the average person cannot understand. Using technical terms doesn’t make them sound smarter, instead they just confuse people. I am like you, I want to be able to talk freely and openly about my situation, without feeling intimidated to ask questions.
Here are more fun facts:
I grew up in Orange County, California. I have lived here most of my life.
I played college soccer at Biola University for 4 years. I still play on weekends.
I met my wife in college, where we both played soccer.
I have one older brother, one younger brother and one younger sister, so family gatherings are always fun.
I brew my own beer and it gets better every time!
I love to travel, and have been to Europe and almost anywhere in the US.
My wife and I lived in Virginia for two years as she went to graduate school to be a Speech Language Pathologist.
I have two Siberian Huskies Zeke & Zara. And yes, they have their own Instagram page that my wife runs.
I love Mexican food, although if it isn’t a “hole in the wall” I want go there!