Jay Bautista

I assist Dean Fuchs deliver a premium Advice service to our clients and enjoy helping clients have a great retirement lifestyle.

I am passionate about continuous learning and growth. Every day with the Team presents a new opportunity to expand my knowledge and skills, making my job both challenging and rewarding. I thrive on the dynamic nature of my work and the satisfaction that comes from overcoming obstacles and achieving goals.

Our service principles at Freshwater Wealth are:

• Fast – We aim to return calls and emails within the same day. Even if we acknowledge receipt of the email and respond with answers as fast as possible there after.
• Once – We strive to provide all action items in one email rather than drip feeding requests from you.
• Follow up – We provide regular follow-up on requests with the various platforms and insurers to ensure strategy recommendations are implemented correctly.
• Accurate – We take great pride in ensuring that all research, calculations and communication is accurate.

Education:

Bachelor of Science in Business Administration (BSBA) with a major in Operations Management.

About my Hobbies:

I mostly spend my weekends Riding or working on motorcycles. I also play Badminton both semi-competitively in small local tournaments as well as casually.

I look forward to assisting you,

Jay