J. Baughman Email & Phone Number
President, Certified Wealth Strategist ® @ AFR Financial Group
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J. Baughman Location
- Novato, CA, US
J. Baughman Work
- 1999 -now President, Certified Wealth Strategist ® @
- 1996 -1999 Vice President - Investments @
- 1992 -1996 Financial Consultant @
J. Baughman Education
- California Lutheran University
Bachelor of Science (Business Administration)
1987-1991 - Texas Christian University
(Radio TV Film)
1983-1985 - Cannon Financial Institute
CWS ® (Wealth Management)
- The American College
CFP Certificate (Financial Planning)
J. Baughman Skills
- Risk Management
- Retirement
- Asset Allocation
- Portfolio Management
- IRAs
- Wealth Management Services
- High Net Worth Individuals
- Due Diligence
- Wealth Management
- Financial Advisory
- Strategic Financial Planning
- Series 7
- Investments
- Securities
- Equities
- Retirement Planning
- Investment Advisory
- Investment Strategies
- Estate Planning
- Wealth
- Investment Management
- Financial Services
- Insurance
- Finance
J. Baughman Summary
- J. Baughman, based in Novato, CA, US, is currently a President, Certified Wealth Strategist ® at Baughman Financial Group. J. Baughman brings experience from previous roles at First Union Securities and Smith Barney. J. Baughman holds a 1987 - 1991 Bachelor of Science in Business Administration @ California Lutheran University. With a robust skill set that includes Risk Management, Retirement, Asset Allocation, Portfolio Management, IRAs and more. J. Baughman has 1 emails and 1 mobile phone numbers on RocketReach.
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