Bart Butler, CFP®, CPA

Questioner
DISC Type : c

Financial Advisor at Rightside Financial

Columbus, Ohio, United States

Overview

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.

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care 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.
Client Relationships
He hosts client appreciation events and aims to be more than an advisor, becoming a "friend of the family" during major life transitions.

Media Appearances

Bart has no verified media appearances

Work History

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

Education

B.A. from Cedarville University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Columbus, Ohio, United States Job Level : N/A Designation : Financial Advisor at Rightside Financial
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Insights For Selling To Bart

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bart is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Bart

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bart move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Bart take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Bart

Personality Compatibility


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