Brad Baumann Email & Phone Number
Regional Planning Consultant @ Fidelity Investments
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Brad Baumann Location
- Los Angeles, CA, US
Brad Baumann Work
- 2018 -now Regional Planning Consultant @
- 2016 -2018 Certified Financial Planner @
- 2013 -2016 Wealth Advisor, Certified Financial Planner™, and Accredited Investment Fiduciary™ @
- 2008 -2013 Certified Financial Planner™ and Accredited Investment Fiduciary™ @ Critical Capital Management, Inc.
Brad Baumann Education
- University of California, Santa Barbara
BA (Lamda Chi Alpha Fraternity)
- College for Financial Planning
CFP® (Financial Planning)
- UC Irvine
Financial Planning Residency Program (Financial Planning and Services)
- San Diego State University-California State University
(SDSU Crew Team, Intramurals)
Brad Baumann Skills
- Strategic Financial Planning
- Wealth Management
- Customer Service
- Financial Analysis
- Financial Services
- Financial Planning
- Refinance
- Investment Advisory
- Financial Advisory
- Term Life Insurance
- Investments
- High Net Worth Individuals
- Retirement
- Wealth Management Services
- Inheritance
- Estate Planning
- Fiduciary
- Investment Strategies
- Small Business
- Portfolio Management
- Financial Planners
- Project Management
- Financial Goals
- Asset Management
- Finance
- Retirement Planning
- Mortgage Lending
- Strategy
- Asset Allocation
- Wealth
- Accounting
- Entrepreneurship
- Services
- Cash Flow
- Leadership
- Certified Financial Planner
- Capital Management
- Personal Financial Planning
- 401k
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 Lamda Chi Alpha Fraternity @ 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 2 mobile phone numbers on RocketReach.
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