Jason Baer Email & Phone Number
Managing Partner @ Centerpiece Wealth Advisors
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Jason Baer Location
- Denver, CO, US
Jason Baer Work
- Managing Partner @ (April 2018 - Present)
- Senior Portfolio Manager, Schwab Private Client @ (July 2007 - April 2018)
Jason Baer Education
- Metropolitan State University of Denver
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2002-2007
Jason Baer Skills
- Certified Financial Planner
- Charitable Gift Planning
- Comprehensive Planning
- Estate Planning
- Estate Tax Planning
- Executive Compensation Planning
- Investment Strategies
- Multi-generational Planning
- Multi-generational wealth transfer
- Portfolio Management
- Retirement Planning
- Saving for Education
- Tax Efficiency
Jason Baer Summary
- Jason Baer, based in Denver, CO, US, is currently a Managing Partner at Centerpiece Wealth Advisors . Jason Baer brings experience from previous roles at Schwab Advisor Services. Jason Baer holds a 2002 - 2007 Bachelor of Business Administration - BBA in Business Administration and Management, General @ Metropolitan State University of Denver. With a robust skill set that includes Certified Financial Planner, Charitable Gift Planning, Comprehensive Planning, Estate Planning, Estate Tax Planning and more. Jason Baer has 4 emails and 2 mobile phone numbers on RocketReach.
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