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Episode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial

September 17, 2018 by Bautis Financial
agent of wealth podcast - marc bautis

Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial.

Marc discusses why he’s adamant about providing client education, why he’s a believer in stress-testing your portfolio, and why he has committed to reading one book per week for the last 10 years! Marc also talks about who he is outside of the office, including his greatest accomplishment and talent for recommending restaurants.

Tune in now to learn more about Marc and how you can benefit from listening to the Agent of Wealth podcast.

Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. 

Category: The Agent of Wealth Podcast
Previous Post:Are You Getting the Best Return on Life You Possibly Can?
Next Post:Episode 2 – 6 Threats To Your Retirement And How to Combat Them

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  • Who We Work With
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    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Orion

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