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Senaida Bautista
[email protected] 413-200-0531 Senaida Bautista is a Financial Advisor and Owner of Clarity Wealth Management LLC. She has worked on providing tailored investment services to individuals, families, and foundations for the past 19 years. Her focus is to provide a financial road map that addresses common concerns of income, growth and liquidity. Senaida’s finance career started in private equity where she worked on compliance, management, and valuations of closed-end funds listed on the NYSE. Later she made a transition to become an Investment Advisor for Park Avenue Securities, and is currently registered as an Investment Advisor with a Series 65 and Life and Health License in Massachusetts. Senaida is currently studying for the CFP exam. Senaida lives in Montague, Massachusetts with her family. She grew up and went to school in Southern California. Senaida is on the boards of the Amherst Woman’s Club and the Beacon Hill Women’s Forum. She also has worked closely with the Women’s Economic Venture of Santa Barbara on small business development. |
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