Brad Baumann Location
Los Angeles, CA, US
Brad Baumann Work
- 2018 - now Regional Planning Consultant @ Fidelity Investments
- 2016 - 2018 Certified Financial Planner @ Game Developer
- 2013 - 2016 Wealth Advisor, Certified Financial Planner™, and Accredited Investment Fiduciary™ @ OneWest Bank
- Certified Financial Planner™ and Accredited Investment Fiduciary™ @ Critical Capital Management, Inc.
Brad Baumann Education
- University of California, Santa Barbara
BA (Business, Economics, Psychology, Sociology)
- College for Financial Planning
CFP® (Financial Planning)
- San Diego State University-California State University
Brad Baumann Skills
- Strategic Financial Planning
- Wealth Management
- Customer Service
- Financial Analysis
- Financial Services
- Financial Planning
- Refinance
- Investment Advisory
- Financial Advisory
- Term Life Insurance
Brad Baumann Summary
Brad Baumann, based in Los Angeles, CA, US, is currently a Regional Planning Consultant at Fidelity Investments. Brad Baumann brings experience from previous roles at Independant, OneWest Bank (Vice President, Advisory Services) and Critical Capital Management, Inc.. Brad Baumann holds a BA in Business, Economics, Psychology, Sociology @ University of California, Santa Barbara. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Customer Service, Financial Analysis, Financial Services and more. Brad Baumann has 1 emails and 1 mobile phone numbers on RocketReach.
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