Bart Butler, CFP®, CPA in

Bart Butler, CFP®, CPA

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Financial Advisor at Rightside Financial
📍 Columbus, Ohio, United States

Bart Butler is a Certified Financial Planner (CFP) and CPA with over 25 years of experience, specializing in guiding clients through major life transitions. He is the founder of Rightside Financial, an independent firm based in Brea, CA, affiliated with Osaic Wealth. He holds a B. A. from Cedarville University.

Outside of his professional life, Bart is a family-oriented individual who works alongside his son, Ben. He values deep client relationships, viewing himself as a "friend of the family" and hosting client appreciation events. His business is built on core personal values of discipline, stewardship, and care.

After a successful 25-year career, he launched his own firm, Rightside Financial, which manages over $140 million in assets.

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Experience
29 Years
Current Role
Financial Advisor
Location
Columbus, Ohio, United States
Personality Overview

How Bart shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bart cares about

Legacy Planning
His practice focuses on helping clients manage their financial decisions to serve their current needs, future dreams, and legacies, particularly when passing down wealth.
Financial Stewardship
He founded his firm on the principles of discipline, stewardship, and care, which he describes as the bedrock of his business.
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Career

Work history

8-2025
Financial Advisor
Rightside Financial
8-2025
Financial Advisor
Osaic
9-2022 - 8-2025
Financial Planning Advisor
Corebridge Financial
6-1999 - 9-2022
Financial Planning Advisor, Variable Annuity Life Insurance Company (VALIC)
AIG Retirement Services
9-1996 - 5-1999
Auditor
Arthur Andersen & Co.
In the press

Media appearances

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Education
B.A.
Cedarville University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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